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.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| 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 |
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.
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Total Assets Under Management7,675MILLIONS
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Total Number of Accounts45,032ACCOUNTS
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Average Account Value$170,433
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