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Practice of Law and/or Legal Advice
This material is intended to serve as a basis for further discussion with your other professional advisors. Although great effort has been taken to provide accurate numbers and explanations, the information in this report should not be relied upon for the preparation of tax returns or investment decisions. Assumed rates of return are not in any way to be taken as a guaranteed projection of the actual return from any recommended investment opportunity. The actual application of some of these concepts may be the practice of law and is the proper responsibility of your attorney.
Mr. Jacobs is a Branch Manager and Registered Representative of Ameritas Investment Corporation, Member FINRA,SIPC, and is licensed to conduct business with the residents in the states of CA, CO, CT, FL, IL, MA, ME, NH, NY, PA, RI, VT and WV. The Jacobs Company and Ameritas Investment Corporation are not affiliated.
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