Be advised. This firm is no longer registered.

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).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • 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
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.
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