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  5. JACOBS FINANCIAL PARTNERS, LLC

JACOBS FINANCIAL PARTNERS, LLC

Company Details

Entity Name: JACOBS FINANCIAL PARTNERS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 27 Sep 2019
Business ALEI: 1322846
Annual report due: 31 Mar 2025
NAICS code: 523940 - Portfolio Management and Investment Advice
Business address: 95 GLASTONBURY BLVD STE 210, GLASTONBURY, CT, 06033, United States
Mailing address: 95 GLASTONBURY BLVD STE 210, GLASTONBURY, CT, United States, 06033
ZIP code: 06033
County: Hartford
Place of Formation: CONNECTICUT
E-Mail: FRANK@JACOBSFINANCIALPARTNERS.COM

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
JACOBS FINANCIAL PARTNERS 401K 2022 731695834 2023-03-01 JACOBS FINANCIAL PARTNERS LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578784
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2023-03-01
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2021 731695834 2022-06-07 JACOBS FINANCIAL PARTNERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578757
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2021 731695834 2023-02-24 JACOBS FINANCIAL PARTNERS LLC 1
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578784
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2023-02-24
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2021 731695834 2022-06-07 JACOBS FINANCIAL PARTNERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578757
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-06-07
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2021 731695834 2022-05-26 JACOBS FINANCIAL PARTNERS LLC 1
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578784
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-05-26
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2020 731695834 2022-05-26 JACOBS FINANCIAL PARTNERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578784
Plan sponsor’s address 95 GLASTONBURY BLVD SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-05-26
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2020 731695834 2022-04-20 JACOBS FINANCIAL PARTNERS LLC 6
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578784
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2022-04-20
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2019 731695834 2020-07-13 JACOBS FINANCIAL PARTNERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578784
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2020-07-13
Name of individual signing LORRAINE JACOBS
Valid signature Filed with authorized/valid electronic signature
JACOBS FINANCIAL PARTNERS 401K 2018 731695834 2019-08-08 JACOBS FINANCIAL PARTNERS LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2016-03-01
Business code 523900
Sponsor’s telephone number 8606578757
Plan sponsor’s address 95 GLASTONBURY BLVD, SUITE 210, GLASTONBURY, CT, 06033

Signature of
Role Plan administrator
Date 2019-08-08
Name of individual signing JOHN JACOBS
Valid signature Filed with authorized/valid electronic signature

Officer

Name Role Business address Residence address
JOHN LANDRY Officer 95 GLASTONBURY BLVD, STE 210, GLASTONBURY, CT, 06033, United States 639 SUMMER ST., #20, STAMFORD, CT, 06901, United States
FRANK ZOCCO Officer 95 GLASTONBURY BLVD, STE 210, GLASTONBURY, CT, 06033, United States 30 SALEM DR, NEWINGTON, CT, 06111, United States
LEO F. PALLIARDI Officer 95 GLASTONBURY BLVD STE 210, GLASTONBURY, CT, 06033, United States 70 FINLEY ST., MANCHESTER, CT, 06040, United States

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
Frank ZOcco Agent 95 Glastonbury Blvd, 210, Glastonbury, CT, 06033-4438, United States 95 Glastonbury Blvd, 210, Glastonbury, CT, 06033-4438, United States +1 860-985-8016 frank@jacobsfinancialpartners.com 30 Salem Ct, Newington, CT, 06111, United States

History

Type Old value New value Date of change
Name change JLPZ LLC JACOBS FINANCIAL PARTNERS, LLC 2020-06-08

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012054166 2024-01-24 No data Annual Report Annual Report No data
BF-0011493421 2023-03-20 No data Annual Report Annual Report No data
BF-0010537025 2022-05-17 No data Annual Report Annual Report No data
BF-0009801279 2022-02-04 No data Annual Report Annual Report No data
0006922894 2020-06-08 2020-06-08 Amendment Amend Name No data
0006811237 2020-03-04 No data Annual Report Annual Report 2020
0006651622 2019-09-27 2019-09-27 Business Formation Certificate of Organization No data

Related by officers

JOHN LANDRY

INTELLIDIGM, INC. CRUISIN FOR CHRIS, INC. VAPOTHERM, INC. ADVANTEDGE, INCORPORATED

Related by address

95 GLASTONBURY BLVD STE 210, GLASTONBURY, CT, 06033, United States

XXJFP, LLC

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website

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