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Elisabeth Loeb Jacobson

SHINE INVESTMENT ADVISORY SERVICES, INC.·LONE TREE, Colorado
Series 65Clean record11 years registeredSHINE INVESTMENT ADVISORY SERVICES, INC.
9892 ROSEMONT AVE. SUITE #100, LONE TREE, CO 80124-4101CRD# 6393951Firm CRD# 106097

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elisabeth Loeb Jacobson · LONE TREE, CO
Registration
CRD #6393951 · SHINE INVESTMENT ADVISORY SERVICES, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Nov 2020 – present
SHINE WEALTH PARTNERS
Nov 2017 – Dec 2020
LONE TREE, CO
CHERRY HILLS INVESTMENT ADVISORS, INC.
Nov 2014 – Jan 2017
GREENWOOD VILLAGE, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 24, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SHINE INVESTMENT ADVISORY SERVICES, INC.
CRD 106097 · SEC 801-50526
AUM
$721M
Regulatory assets under management
Employees
6
1,558 client accounts
Services offered by SHINE INVESTMENT ADVISORY SERVICES, INC.
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 SHINE INVESTMENT ADVISORY SERVICES, INC. →
Introduction

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05

Frequently Asked Questions

What services does Elisabeth Loeb Jacobson offer?
Elisabeth Loeb Jacobson specializes in Financial Planning, Investment Management. Contact their office in LONE TREE, Colorado for a consultation.
What are Elisabeth Loeb Jacobson's credentials?
Elisabeth Loeb Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elisabeth Loeb Jacobson located?
Elisabeth Loeb Jacobson is based in LONE TREE, Colorado, working with SHINE INVESTMENT ADVISORY SERVICES, INC.. Their office serves clients in the LONE TREE metropolitan area and surrounding communities.
How does Elisabeth Loeb Jacobson charge for services?
Elisabeth Loeb Jacobson's firm is compensated through percentage of aum, subscription fees, other: fees for financial plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHINE INVESTMENT ADVISORY SERVICES, INC.?
SHINE INVESTMENT ADVISORY SERVICES, INC. has approximately 6 employees and manages $721M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SHINE INVESTMENT ADVISORY SERVICES, INC.

Judith Ann Shine
LONE TREE, CO
Beth Frances Cornell
LONE TREE, CO
Janet Hurly White
LONE TREE, CO
Karen K. Salvatore
LONE TREE, CO

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