AJ

Adam Ryan Jacobs

16 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
1106 advisors
Number of Clients
37,605 clients
Average Client Portfolio
$862K average
Assets Under Management
$32.4B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$250

Oppenheimer's advisory fees are negotiable and vary based on account type, size, and services provided. The minimum annual fee is $250, but this is waived for accounts over $50,000 or households with at least $250,000 in advisory accounts. The fees cover investment services, trading, custody, and reporting. Clients may pay more or less in a wrap fee program compared to purchasing services separately. The table above shows the maximum fees for each program.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location

25550 Chagrin Blvd, Ste 310, Beachwood, OH, 44122

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Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2024
Pending
Customer Dispute
June 2023
Settled
Other Business Activities

Adam is a shareholder in a family investment company, a member of the Greater Cleveland Food Bank committee, a Porsche Club instructor, and a managing member of a family investment entity. He also serves on the finance committee for the Cleveland Racquet Club, dedicating minimal time to this role.

Employment History
Current Registrations
Oppenheimer & CO. INC.
April 2009 - Present · 16 yrs 9 mos
Oppenheimer & CO. INC.
January 2009 - Present · 17 yrs
Oppenheimer & CO. INC. Broker
January 2009 - Present · 17 yrs
State Registrations18 states
AZCACOFLGAILMAMDMINCNHNJNYOHRITXVAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Adam Ryan Jacobs - Financial Advisor | AdvisorDiscover