Melvin Jacobson (CRD# 717055) is an Investment Advisor Representative working at Lpl Financial LLC in Elkhart, IN and has over 40 years of experience in the finance industry.
CRD# 4621831
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4140596
Raymond James & Associates, Inc.
CRD# 5275
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Elkhart, IN | Aug 2019 - Current | 4 |
| Financial Partners, Inc. | Elkhart, IN | Aug 2011 - Current | 12 |
| Property LLC | Elkhart, IN | Dec 2001 - Current | 22 |
| Financial Partners, Inc. | Elkhart, IN | Dec 2001 - Current | 22 |
| Financial Partners, Inc. | Elkhart, IN | Dec 1992 - Current | 31 |
| Windsor Insurance | Elkhart, IN | Jun 2017 - Aug 2019 | 2 |
| Phoenix Life Insurance | Elkhart, IN | Jan 2014 - Aug 2019 | 5 |
| Raymond James Financial Services Advisors, Inc. | Elkhart, IN | Jan 2009 - Aug 2019 | 10 |
| Raymond James Financial Services, Inc. | Elkhart, IN | Jan 2002 - Aug 2019 | 17 |
| Financial Partners Wealth Strategies | Elkhart, IN | Jan 2014 - Dec 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1998 |
- IN
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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