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Member · Lionshead Wealth Management, LLC

Johanna M Jacobs

CRD 7713692 · Named on Form ADV at one SEC-registered adviser

At a glance

Lionshead Wealth Management, LLC, an SEC-registered wealth manager based in New York, NY with $230 million in regulatory assets, lists Johanna M Jacobs on its Form ADV as Member.

Firms and roles

AtlasMembers

Johanna’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Scott D. LaskyManaging Member and Chief Compliance Officer, Lionshead Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Johanna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.