AdFi
JM

Jason Michael Iacobucci

Investment Adviser Representative at CORDA INVESTMENT MANAGEMENT, LLC

Houston, TXCRD #4337618Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Michael Iacobucci has worked in the securities industry since 2004. They are registered to provide investment advisory services in Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Texas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/27/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 3/8/2001
Series 7
General Securities Representative Examination
Passed 8/14/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/25/2001
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 5/24/2005
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 2/1/2005

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First tier1.00%
Second tier0.85%
Third tier0.50%
Fourth tier0.25%
Source

Corda Investment Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORDA INVESTMENT MANAGEMENT, LLCCurrent
6/18/2009Houston, TX
AMERIVEST INVESTMENT MANAGEMENT, LLC
5/15/200610/9/2008Austin, TX
TD AMERITRADE, INC.
7/2/200310/9/2008The Woodlands, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Michael Iacobucci has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jason Michael Iacobucci - Financial Advisor in Houston, TX | AdvisorFinder