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State adviser firm research

AFC WEALTH MANAGEMENT

JACOBY AGENCY INSURANCE SERVICES, INC.

Firm CRD 297461

This profile contains the cited IAPD state-registration observations. SEC registration, Form ADV details, disclosures, and principal office are not established by these rows.

State adviser registrations reported by IAPD

These are state registration observations for firm CRD 297461, not SEC registration, approval, endorsement, or a finding about the firm's quality. This source does not supply a principal office for this profile.

  • CA · Reported as state-registered

    Registration date: 2018-06-29

    IAPD firm-state release IA_FIRM_STATE_Feed_09_30_2026; retrieved 2026-09-30.

    Official IAPD source file