Steven Jacobsmeier, financial advisor Westwood MA
96 score

Steven Jacobsmeier

CRD Number: 3163147
Current Firm: Heritage Financial Services, LLC

Steven Jacobsmeier (CRD# 3163147) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has over 17 years of experience in the finance industry. Steven Jacobsmeier 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
Heritage Financial Services, LLC Westwood, MA Mar 2005 - Current 11
Commonwealth Financial Network Waltham, MA Dec 1999 - Jul 2009 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Steven L. Jacobsmeier
Phone Number: 781-255-0214
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,002
    MILLIONS
  • Total Number of Accounts
    3,413
    ACCOUNTS
  • Average Account Value
    $293,464
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CT, FL, GA, MA, NC, NH, NJ, NY, RI, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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