Richard Jacobson
CRD Number: 4621881Current Firm: United Planners' Financial Services Of America A Limited Partner
Richard Jacobson (CRD# 4621881) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 20 years of experience in the finance industry. Richard Jacobson 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Scenic Properties LLC | Prescott, AZ | Feb 2024 - Current | < 1 |
1254 S Scenic Heights Drive, Prescott, Az 86303 | Prescott, AZ | Jul 2023 - Current | < 1 |
Richard Jacobson | Napa, CA | May 2023 - Current | < 1 |
United Planners Financial Services | Scottsdale, AZ | Mar 2016 - Current | 8 |
Seminary Properties LLC | Napa, CA | Apr 2007 - Current | 17 |
Seminary Properties LLC | Napa, CA | Apr 2007 - Current | 17 |
Jacobson Wealth Management Inc. | Napa, CA | Jan 2007 - Current | 17 |
Jacobson Wealth Management | Napa, CA | Jan 2007 - Current | 17 |
Jacobson Wealth Management | Napa, CA | Jan 2007 - Current | 17 |
Jacobson Wealth Management & Insurance Services | Napa, CA | Jun 2002 - Current | 21 |
Project Graduation, Inc. | Napa, CA | Mar 2016 - Sep 2017 | 1 |
Transamerica Financial Advisors, Inc. | Napa, CA | Mar 2004 - Apr 2016 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2003 |
- CA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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