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Timothy Russell Jacobson

ARTIS ADVISORS, LLC·SAN MATEO, California
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777 MARINERS ISLAND BLVD, SAN MATEO, CA 94404CRD# 4779221Firm CRD# 159997
01

About

Timothy Russell Jacobson is a registered financial advisor based in SAN MATEO, California, affiliated with ARTIS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ARTIS ADVISORS, LLC
ARTIS ADVISORS
AUM
$12M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ARTIS ADVISORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4779221
Firm CRD# 159997
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Russell Jacobson offer?
Timothy Russell Jacobson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN MATEO, California for a consultation.
What are Timothy Russell Jacobson's credentials?
Timothy Russell Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Russell Jacobson located?
Timothy Russell Jacobson is based in SAN MATEO, California, working with ARTIS ADVISORS, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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