Jacobsen Capital Management

Jacobsen Capital Management (CRD# 116085) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $190,000,000 in 342 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    190
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $555,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, UT

Financial Advisors at Jacobsen Capital Management
Showing 1 - 4 of 4 top financial advisors.
1
Brent W. Daines
CRD#: 4575245
280 S 400 W, Suite 220, Salt Lake City, UT 84101
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 15 years of experience in the finance industry.

2
Stephen Goalen
CRD#: 5183532
280 S 400 W, Suite 220, Salt Lake City, UT 84101
93
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.

3
Chet S. Goodwin
CRD#: 4458844
136 East South Temple, Suite 825, 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 17 years of experience in the finance industry.

4
Eric M. Jacobsen
CRD#: 2155456
280 S 400 W, Suite 220, Salt Lake City, UT 84101
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.

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