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Jacob Cullen Samuels

Senior Portfolio ManagerKelman Lazarov IncCRD 6192304

About Jacob Cullen Samuels

Jacob Cullen Samuels is listed as Senior Portfolio Manager at Kelman Lazarov Inc in Memphis, TN. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Kelman Lazarov Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jacob Cullen Samuels work?

Jacob Cullen Samuels is listed as Senior Portfolio Manager at Kelman Lazarov Inc on SEC Form ADV.

How much of Kelman Lazarov Inc does Jacob Cullen Samuels own?

Form ADV reports a beneficial ownership band of 5-10%.

Kelman Lazarov Inc

TitleSenior Portfolio Manager
Ownership5-10%
Control personYes
Since2019