FIRM DISCLOSURES

Investment Advisory Services offered through Jacoby Agency Insurance Services, Inc. DBA AFC Wealth Management, an Investment Advisor in the State of California. Insurance products and services are offered through Jacoby Agency Insurance Services, Inc., an affiliated company.

The information contained within this website has been provided for information purposes only, and is not intended to serve, nor should it be considered as investment advice or as a recommendation for the purchase or sale of any security or insurance product. 

All investments involve risk, including loss of principal invested. Past performance does not guarantee future performance. The information provided is not specific to any individual’s personal circumstances. 

The strategies and/or investments referenced may not be suitable for all investors as the appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. No investment decision should be made based solely on the information within this website. While the information herein has been obtained from publicly available sources which AFC Wealth Management believes to be reliable; AFC Wealth Management cannot and does not guarantee the accuracy, adequacy, or completeness of any such information. 

The information herein may change from time to time without notice, and AFC Wealth Management has no obligation to update this material. AFC Wealth Management does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional.

Any fee-based services will be disclosed in writing before any sale of services commences. 

Registered Investment Adviser: 

     Eric Alan Jacoby – CRD#: 2792875 

     AFC Wealth Management – CRD#: 297461

State License Numbers:

Eric A. Jacoby

     California: 0727539 (Resident State) 

     Arizona: 696167 

     Florida: W832010 

     Michigan: 0531870

     Nevada: 3610722

     Oregon: 696167

     Pennsylvania: 743767 

Jacoby Agency Insurance Services, Inc.

     California: 0B33225 (Resident State)

     Arizona: 3003005205

     Nevada: 3439625

To check view current Investment Advisory status, please go to: Investor.gov (U.S. Securities and Exchange Commission), link below.

To receive the most recent filings of our Form ADV and Form ADV Part 2 click on the hyperlinks below or contact us at 1-(310) 842-8888 or email us at contact@afc-wealth.com.