Alan Jacobson, financial advisor Fort Washington PA

Alan Jacobson

CRD Number: 5074540
Current Firm: Citizens Securities, Inc.

Alan Jacobson (CRD# 5074540) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fort Washington, PA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities, Inc. Philadelphia, PA Apr 2021 - Current 1
The Prudential Insurance Company Of America Marlton, NJ Aug 2019 - Apr 2021 1
Pruco Securities, LLC Marlton, NJ Aug 2019 - Apr 2021 1
Lincoln Financial Advisors, Inc. Cherry Hill, NJ Feb 2019 - Aug 2019 < 1
Citizens Securities, Inc. Krewstown, NJ Jan 2017 - Feb 2019 2
Santander Securities LLC San Juan, PR Feb 2015 - Jan 2017 1
Santander Bank Na Cherry Hill, NJ Feb 2015 - Jan 2017 1
M&t Securities Wayne, PA May 2013 - Feb 2015 1
Lpl Sayreville, NJ Feb 2013 - Apr 2013 < 1
New York Community Bank Satreville, NJ Feb 2013 - Apr 2013 < 1
Wells Fargo Advisors LLC Haddon Township, NJ Jul 2010 - Feb 2013 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2006
S66 NASAA Uniform Combined State Law Examination Mar 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alan D. Jacobson
Phone Number: 1-800-942-8300
Registered State(s):
  • CA
  • DE
  • FL
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    7,675
    MILLIONS
  • Total Number of Accounts
    45,032
    ACCOUNTS
  • Average Account Value
    $170,433
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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