Palisade Wealth Management

Palisade Wealth Management (CRD# 147725) is a financial advisory firm headquartered in Draper, UT. They manage $102,794,343 in 139 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12231 S 900 E, Draper, UT 84020
http://www.jacobsequity.com/
By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    139
    ACCOUNTS
  • Average Account Value
    $739,528
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Palisade Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jeff Jacobs, financial advisor Draper UT
Jeff Jacobs
CRD#: 5560484
12231 S 900 E, Draper, UT 84020

Jeff Jacobs (CRD# 5560484) is an Investment Advisor Representative working at Palisade Wealth Management in Draper, UT and has over 15 years of experience in the finance industry.

2
Robert Jacobs, financial advisor Draper UT
Robert Jacobs
CRD#: 5560483
12231 S 900 E, Draper, UT 84020

Robert Jacobs (CRD# 5560483) is an Investment Advisor Representative working at Palisade Wealth Management in Draper, UT and has over 15 years of experience in the finance industry.

3
Cam McClellan, financial advisor Draper UT
Cam T. McClellan
CRD#: 5419803
272 E 12200 S, Draper, UT 84020

Cam McClellan (CRD# 5419803) is an Investment Advisor Representative working at Palisade Wealth Management in Draper, UT and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals