Erik JacobsenCRD Number: 3161220
Current Firm: Cetera Advisors LLC
Erik Jacobsen (CRD# 3161220) is an Investment Advisor Representative working at Cetera Advisors LLC in Red Bank, NJ and has over 9 years of experience in the finance industry.
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Cetera Advisors LLC||Denver, CO||Sep 2013 - Current||3|
|Hudson Wealth Management LLC||Staten Island, NY||Mar 2012 - Current||4|
|Hackensack University Medical Center||Hackensack, NJ||Mar 2011 - Current||5|
|Proprietory Trader||Clark, NJ||Sep 2008 - Feb 2012||3|
|New Jersey City University||Jersey City, NJ||Aug 2009 - Aug 2010||1|
|Union County College||Cranford, NJ||Dec 2008 - Aug 2009||< 1|
|Bear Stearns Asset Management Inc.||New York, NY||Apr 2006 - Aug 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Jan 2012|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management9,424MILLIONS
Total Number of Accounts47,356ACCOUNTS
Average Account Value$199,001
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.