Unclaimed Profile

Phil L Jacobson

SYNERGY FINANCIAL PARTNERS, LLC·DENVER, Colorado

SIE, Series 6, Series 7, Series 24, Series 63, Series 65CFP ChFC24 years registeredSYNERGY FINANCIAL PARTNERS, LLC

3773 CHERRY CREEK NORTH DRIVE, DENVER, CO 80209CRD# 4172462Firm CRD# 305287

Profile Verification

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

Identity

Phil L Jacobson · DENVER, CO

Registration

CRD #4172462 · SYNERGY FINANCIAL PARTNERS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SYNERGY FINANCIAL PARTNERS, LLC

Oct 2019 – present

LPL FINANCIAL LLC

Oct 2022 – Oct 2022

DENVER, CO

LPL FINANCIAL LLC

Feb 2018 – Jan 2020

DENVER, CO

SII INVESTMENTS, INC.

Feb 2009 – Feb 2018

DENVER, CO

AXA ADVISORS, LLC

Aug 2007 – Feb 2009

DENVER, CO

HORNOR, TOWNSEND & KENT, INC.

May 2004 – Aug 2007

DENVER, CO

NEW ENGLAND SECURITIES CORPORATION

Sep 2001 – May 2004

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 27, 2001

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

2004Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

SYNERGY FINANCIAL PARTNERS, LLC

CRD 305287 · SEC 801-117436

AUM

$222M

Regulatory assets under management

Employees

1,198 client accounts

Services offered by SYNERGY FINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SYNERGY FINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Phil L Jacobson offer?

Phil L Jacobson specializes in Financial Planning, Investment Management. Contact their office in DENVER, Colorado for a consultation.

What are Phil L Jacobson's credentials?

Phil L Jacobson holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Phil L Jacobson located?

Phil L Jacobson is based in DENVER, Colorado, working with SYNERGY FINANCIAL PARTNERS, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Phil L Jacobson charge for services?

Phil L 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 SYNERGY FINANCIAL PARTNERS, LLC?

SYNERGY FINANCIAL PARTNERS, LLC has approximately 5 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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