Erik Jacobsen, financial advisor Red Bank NJ
93 score

Erik Jacobsen

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Erik J. Jacobsen
Phone Number: 800-929-3485
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    9,424
    MILLIONS
  • Total Number of Accounts
    47,356
    ACCOUNTS
  • Average Account Value
    $199,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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