Jacobson & Breen Wealth Management, LLC
Jacobson & Breen Wealth Management, LLC (CRD# 169401) is a financial advisory firm headquartered in Petaluma, CA. They manage $126,000,000 in 635 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Jacobson & Breen Wealth Management, LLC
By the Numbers
-
Total Assets Under Management126MILLION
-
Total Number of Accounts635ACCOUNTS
-
Average Account Value$198,425
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Jacobson & Breen Wealth Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.