David Jacobs (CRD# 4732139) is an Investment Advisor Representative working at Pathfinder Financial Services, LLC in Kailua, HI and has over 20 years of experience in the finance industry. David Jacobs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathfinder Financial Services, LLC | Kailua, HI | Jan 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2003 |
- HI
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$513,776
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
HI
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