Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Eric Jacobsmeyer, financial advisor Salt Lake City UT
96 score

Eric Jacobsmeyer

CRD Number: 4518091
Current Firm: Zions Capital Advisors, Inc.

Eric Jacobsmeyer (CRD# 4518091) is an Investment Advisor Representative working at Zions Capital Advisors, Inc. in Salt Lake City, UT and has over 14 years of experience in the finance industry. Eric Jacobsmeyer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Contango Capital Advisors, Inc. Salt Lake City, UT Oct 2011 - Current 5
Jacobsmeyer Consulting LLC Highlands Ranch, CO Jan 2009 - Current 7
Eks&h Denver, CO Nov 2006 - Nov 2010 4
Ernst & Young LLP Denver, CO Apr 2005 - Nov 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Contact Info for Eric A. Jacobsmeyer
Phone Number: 801-844-7700
Registered State(s):
  • CA
  • CO
  • ID
  • NV
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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