John Jacobson (CRD# 1700031) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Vista, CA and has over 36 years of experience in the finance industry.
CRD# 2361078
Baker Jensen Investment Advisors, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Vista, CA | Sep 2023 - Current | < 1 |
| Sagepoint Financial, Inc. | Oceanside, CA | Apr 2017 - Current | 7 |
| Wealth Preservation Group | San Diego, CA | Dec 2016 - Apr 2017 | < 1 |
| Lpl Financial | San Diego, CA | Apr 2015 - Apr 2017 | 2 |
| Wealth Preservation | San Diego, CA | Dec 2014 - Apr 2015 | < 1 |
| Cuso Financial Services, LP | San Diego, CA | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2011 |
- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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, WY
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