Unclaimed Profile

Noah Benjamin Jacobson

ENSO WEALTH MANAGEMENT, LLC·PETALUMA, California

Series 7, Series 66Clean record18 years registeredENSO WEALTH MANAGEMENT, LLC

11 FIFTH STREET, PETALUMA, CA 94952CRD# 5470622Firm CRD# 287882

Profile Verification

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

Identity

Noah Benjamin Jacobson · PETALUMA, CA

Registration

CRD #5470622 · ENSO WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CHOREO, LLC

Jan 2023 – present

ENSO WEALTH MANAGEMENT, LLC

Feb 2021 – Jan 2023

PETALUMA, CA

ENSO WEALTH MANAGEMENT, LLC

May 2017 – Dec 2020

PETALUMA, CA

ENSO WEALTH MANAGEMENT

Jan 2017 – May 2017

PETALUMA, CA

JACOBSON & BREEN WEALTH MANAGEMENT, LLC

Jan 2014 – Jan 2017

PETALUMA, CA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Jan 2014

PETALUMA, CA

RAYMOND JAMES FINANCIAL SERVICES

May 2008 – Jan 2009

PETALUMA, CA

EDWARD JONES

Mar 2008 – May 2008

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 12, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENSO WEALTH MANAGEMENT, LLC

CRD 287882 · SEC 801-110382

AUM

$1.8B

Regulatory assets under management

Employees

4,726 client accounts

Services offered by ENSO WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ENSO WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Noah Benjamin Jacobson offer?

Noah Benjamin Jacobson specializes in Financial Planning, Investment Management. Contact their office in PETALUMA, California for a consultation.

What are Noah Benjamin Jacobson's credentials?

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

Where is Noah Benjamin Jacobson located?

Noah Benjamin Jacobson is based in PETALUMA, California, working with ENSO WEALTH MANAGEMENT, LLC. Their office serves clients in the PETALUMA metropolitan area and surrounding communities.

How does Noah Benjamin Jacobson charge for services?

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

How large is ENSO WEALTH MANAGEMENT, LLC?

ENSO WEALTH MANAGEMENT, LLC has approximately 26 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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