Unclaimed Profile

Richard William Jacobson

CROWELL, WEEDON & CO.·LOS ANGELES, California

SIE, Series 1, Series 4, Series 12, Series 40, Series 63, Series 6628 years registeredCROWELL, WEEDON & CO.

624 SO. GRAND AVE., SUITE 2510, LOS ANGELES, CA 90017CRD# 256641Firm CRD# 193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Richard William Jacobson · LOS ANGELES, CA

Registration

CRD #256641 · CROWELL, WEEDON & CO. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CROWELL, WEEDON & CO.

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2013 – Oct 2019

WESTLAKE VILLAGE, CA

CROWELL, WEEDON & CO.

Dec 1997 – Mar 2013

WESTLAKE VILLAGE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 12

Series 40

Series 63

Series 66

Registration record

First registered · December 31, 1997

Years registered · 28

Disclosure History

2014Customer Dispute·Denied

2009Customer Dispute·Closed-No Action

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CROWELL, WEEDON & CO.

CRD 193 · SEC 801-67246

AUM

$1.0B

Regulatory assets under management

Employees

150

2,936 client accounts

Services offered by CROWELL, WEEDON & CO.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CROWELL, WEEDON & CO. →

Introduction

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Frequently Asked Questions

What services does Richard William Jacobson offer?

Richard William Jacobson specializes in Financial Planning, Investment Management, Wealth Management.

What are Richard William Jacobson's credentials?

Richard William Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Richard William Jacobson located?

Richard William Jacobson is based in LOS ANGELES, California, last registered with CROWELL, WEEDON & CO..

How does Richard William Jacobson charge for services?

Richard William Jacobson's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CROWELL, WEEDON & CO.?

CROWELL, WEEDON & CO. has approximately 150 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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