Eric Jacobsen, financial advisor Salt Lake City UT

Eric Jacobsen

CRD Number: 2155456
Current Firm: Jacobsen Capital Management

Eric Jacobsen (CRD# 2155456) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Jacobsen Capital Management Salt Lake City, UT Feb 2002 - Current 22
Goalen Financial Advisors, LLC Salt Lake City, UT Aug 2017 - Dec 2019 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for Eric M. Jacobsen
Phone Number: 801-746-7171
Registered State(s):
  • AZ
  • UT
By the Numbers
  • Total Assets Under Management
    428
    MILLIONS
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $985,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, TX, UT

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