David Jacobson, financial advisor Phoenix AZ
88 score

David Jacobson

CRD Number: 6139084
Current Firm: Longboard Asset Management

David Jacobson (CRD# 6139084) is an Investment Advisor Representative working at Longboard Asset Management in Phoenix, AZ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Longboard Asset Management Phoenix, AZ Feb 2014 - Current 2
Family Wealth Advisors Scottsdale, AZ Jun 2013 - May 2014 < 1
Northwestern Mutual Financial Network Phoenix, AZ Jan 2013 - Jun 2013 < 1
Arizona State University Library Tempe, AZ Jun 2011 - Dec 2012 1
Student Temecula, CA Jan 2004 - Jun 2011 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for David B. Jacobson
Phone Number: 602-910-6954
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    706
    MILLIONS
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $235,311,420
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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