Jacobsen Capital Management
Jacobsen Capital Management (CRD# 116085) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $427,892,370 in 434 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management428MILLION
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Total Number of Accounts434ACCOUNTS
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Average Account Value$985,927
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, NV, TX, UT
Michael Brown (CRD# 6857383) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 6 years of experience in the finance industry.
Eric Jacobsen (CRD# 2155456) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 32 years of experience in the finance industry.
Benjamin Brown (CRD# 7844504) 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.
Layna Morrison (CRD# 7405152) is an Investment Advisor Representative working at Jacobsen Capital Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.