Lance JacobsenCRD Number: 6117999
Current Firm: Edward Jones
Lance Jacobsen (CRD# 6117999) is an Investment Advisor Representative working at Edward Jones in Lake Forest Park, WA and has over 4 years of experience in the finance industry.
Brighton Jones LLC
|Edward Jones||St Louis, MO||Sep 2012 - Current||5|
|Unemployed||Puyallup, WA||Jul 2012 - Sep 2012||< 1|
|Devcon Security Systems||Auburn, WA||May 2011 - Jul 2012||1|
|Ncv Northwest||Kent, WA||Apr 2008 - May 2011||3|
|Cater Seattle||Des Moines, WA||Sep 2007 - Apr 2008||< 1|
|Unemployed||Puyallup, WA||May 2007 - Sep 2007||< 1|
|Compusa||Tukwilla, WA||Sep 2006 - May 2007||< 1|
|Blockbuster Video||Kent, WA||Jan 2006 - Sep 2006||< 1|
|Highline Community College||Des Moines, WA||Jul 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2012|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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
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