Remy Jacobson
CRD Number: 7242551Current Firm: United Planners' Financial Services Of America A Limited Partner
Remy Jacobson (CRD# 7242551) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Napa, CA and has over 3 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
CRD# 1245314
Wealth & Tax Planners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Jacobson Wealth Management, Inc. | Napa, CA | Jul 2023 - Current | < 1 |
| Remy Jacobson | Napa, CA | Dec 2020 - Current | 3 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Aug 2020 - Current | 3 |
| Jacobson Wealth Management | Napa, CA | Apr 2018 - Current | 6 |
| Student | Napa, CA | Jun 2010 - May 2023 | 12 |
| Jacobson Wealth Management | Napa, CA | Aug 2020 - Jun 2022 | 1 |
| Ristorante Allegria | Napa, CA | Apr 2019 - Apr 2021 | 2 |
| Elaine Bell Catering | Napa, CA | Jun 2018 - Dec 2018 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management9,326MILLIONS
-
Total Number of Accounts43,221ACCOUNTS
-
Average Account Value$215,783
- 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
- Pension consulting services
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.