Unclaimed Profile

Timothy Russell Jacobson

ARTIS ADVISORS, LLC·SAN MATEO, California

Series 3, Series 7, Series 30CFAClean record13 years registeredARTIS ADVISORS, LLC

777 MARINERS ISLAND BLVD, SAN MATEO, CA 94404CRD# 4779221Firm CRD# 159997

Profile Verification

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

Identity

Timothy Russell Jacobson · SAN MATEO, CA

Registration

CRD #4779221 · ARTIS ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARTIS ADVISORS, LLC

PEARL CAPITAL ADVISORS LLC

Apr 2014 – Apr 2018

SAN FRANCISCO, CA

ARTIS ADVISORS

Aug 2013 – Nov 2013

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 30

Registration record

First registered · August 6, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARTIS ADVISORS, LLC

CRD 159997 · SEC 801-73062

AUM

$12M

Regulatory assets under management

Employees

1 client accounts

Services offered by ARTIS ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at ARTIS ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy Russell Jacobson offer?

Timothy Russell Jacobson specializes in Investment Management, Retirement Planning, Wealth Management.

What are Timothy Russell Jacobson's credentials?

Timothy Russell Jacobson holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Russell Jacobson located?

Timothy Russell Jacobson is based in SAN MATEO, California, last registered with ARTIS ADVISORS, LLC.

How does Timothy Russell Jacobson charge for services?

Timothy Russell Jacobson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARTIS ADVISORS, LLC?

ARTIS ADVISORS, LLC has approximately 5 employees and manages $12M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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