Brad Jacobson (CRD# 2253013) is an Investment Advisor Representative working at Oliver Luxxe Assets LLC in Gladstone, NJ and has over 30 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oliver Luxxe Assets LLC | Bedminster, NJ | May 2014 - Current | 9 |
| Ubs Financial Services Inc. | Florham Park, NJ | Dec 2008 - May 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1993 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1996 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- TX
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Total Assets Under Management694MILLIONS
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Total Number of Accounts1,423ACCOUNTS
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Average Account Value$487,617
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, CT, FL, GA, IL, MA, NH, NJ, NV, NY, PA, TX, VA, VT
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