Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Latest transactions

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

10/30 Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M 10/30 Jose Ascencio Raymond James Financial Services → TSG Wealth Management 10/30 Riseling Wealth Management Edward Jones → &Partners $357M 10/30 Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management 10/29 Anchor Financial Partners Northwestern Mutual → LPL Financial $525M 10/29 Koetter Financial Services LPL Financial → Cetera 10/29 Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M 10/29 Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B 10/28 Eastover Capital Management Eastover Capital → South Atlantic Bank $430M 10/28 Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Financial advisor

Sheila Jacobs

Now at &Partners · Loop Wealth Advisors · Atlanta, GA

Registered as SHEILA ADAIR JACOBS · Sheila Adair Jacobs · Sheila A. Jacobs

Transactions 1

Every recorded transaction this advisor took part in, newest first.

Transaction	From	To	Pattern	Announced	Reported Assets
Loop Wealth Advisors	Wells Fargo Advisors	&Partners	Breakaway	October 23, 2026	Undisclosed

Registration history

Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.

Firm	Channel	From	To
&PARTNERS	Investment adviser	September 3, 2026	Current
&PARTNERS	Broker-dealer	September 3, 2026	Current
WELLS FARGO ADVISORS	Investment adviser	December 9, 2013	September 8, 2026
WELLS FARGO CLEARING SERVICES, LLC	Broker-dealer	December 7, 2013	September 8, 2026
GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLC	Investment adviser	December 20, 2010	April 9, 2012
TRIAD ADVISORS, INC.	Broker-dealer	August 10, 2010	April 10, 2012
H.D. VEST INVESTMENT SERVICES	Broker-dealer	July 8, 2010	August 16, 2010
WELLS FARGO ADVISORS, LLC	Investment adviser	January 1, 2008	November 10, 2009
WELLS FARGO ADVISORS, LLC	Broker-dealer	January 1, 2008	November 10, 2009
A. G. EDWARDS & SONS, INC.	Investment adviser	June 4, 2007	January 1, 2008
A. G. EDWARDS & SONS, INC.	Broker-dealer	June 4, 2007	January 3, 2008
RAYMOND JAMES FINANCIAL SERVICES	Investment adviser	February 2, 2004	June 6, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.	Broker-dealer	January 14, 2004	June 6, 2007
A. G. EDWARDS & SONS, INC.	Broker-dealer	March 14, 1997	January 14, 2004
AAG SECURITIES, INC.	Broker-dealer	October 24, 1996	March 25, 1997
PRUCO SECURITIES CORPORATION	Broker-dealer	August 14, 1995	October 15, 1996

Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.