Jacobsen Capital Management

Jacobsen Capital Management (CRD# 116085) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $243,932,762 in 284 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    244
    MILLION
  • Total Number of Accounts
    284
    ACCOUNTS
  • Average Account Value
    $858,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX, UT

Financial Advisors at Jacobsen Capital Management
Showing 1 - 5 of 5 top financial advisors.
1
Stephen Goalen
CRD#: 5183532
101 South 200 East, Suite 524, Salt Lake City, UT 84111
96
Wealthminder
score

Stephen Goalen (CRD# 5183532) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 9 years of experience in the finance industry. Stephen Goalen 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.

2
Brent W. Daines
CRD#: 4575245
101 South 200 East, Suite 524, Salt Lake City, UT 84111
93
Wealthminder
score

Brent Daines (CRD# 4575245) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 16 years of experience in the finance industry.

3
Chet S. Goodwin
CRD#: 4458844
101 South 200 East, Suite 524, Salt Lake City, UT 84111
93
Wealthminder
score

Chet Goodwin (CRD# 4458844) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 18 years of experience in the finance industry.

4
Eric M. Jacobsen
CRD#: 2155456
101 South 200 East, Suite 524, Salt Lake City, UT 84111
93
Wealthminder
score

Eric Jacobsen (CRD# 2155456) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 26 years of experience in the finance industry.

5
Michael R. Brown
CRD#: 6857383
101 South 200 East, Suite 524, Salt Lake City, UT 84111
87
Wealthminder
score

Michael Brown (CRD# 6857383) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has 1 year of experience in the finance industry.

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