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Lawrence Jacobs

The Latte Habit

How little things can add up over time.

Lawrence M. Jacobs is licensed in TX and PA to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in MA, PA & TX and advisory registered in TX.

This site is not a solicitation of interest in any of these products in any other state.

Lawrence Jacobs is registered representative offering securities and advisory services through Lincoln Financial Securities Corp., Member SIPC. Securities offered to residents of MA, PA & TX and advisory services offered to residents of TX. Branch Office: 4848 Loop Central Drive, Suite 1005, Houston, TX 77081. Lincoln Financial Securities and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professional regarding their specific circumstances. LFS-4327116-021522

See Lincoln Financial Securities (LFS’) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFS’ Forms ADV, Part 2A, which describe LFS’ investment advisory services, Regulation Best Interest Disclosure Document, which describes LFS’ broker-dealer services, and other client disclosure documents can be found here.

IMPORTANT CONSUMER INFORMATION: Lawrence M. Jacobs may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Lawrence M. Jacobs that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he represents, contact your state securities law administrator.

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