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Robert Edward Jacobsen

ASSABET ADVISORS, LLC·HOLDEN, Massachusetts
Series 3, Series 65Clean record11 years registeredASSABET ADVISORS, LLC
1087 MAIN STREET, HOLDEN, MA 01520CRD# 6413252Firm CRD# 127795

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Edward Jacobsen · HOLDEN, MA
Registration
CRD #6413252 · ASSABET ADVISORS, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

ASSABET ADVISORS, LLC
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · November 5, 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
ASSABET ADVISORS, LLC
CRD 127795 · SEC 801-120592
AUM
$140M
Regulatory assets under management
Employees
2
190 client accounts
Services offered by ASSABET ADVISORS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at ASSABET ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Robert Edward Jacobsen offer?
Robert Edward Jacobsen specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HOLDEN, Massachusetts for a consultation.
What are Robert Edward Jacobsen's credentials?
Robert Edward Jacobsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Jacobsen located?
Robert Edward Jacobsen is based in HOLDEN, Massachusetts, working with ASSABET ADVISORS, LLC. Their office serves clients in the HOLDEN metropolitan area and surrounding communities.
How does Robert Edward Jacobsen charge for services?
Robert Edward Jacobsen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSABET ADVISORS, LLC?
ASSABET ADVISORS, LLC has approximately 2 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSABET ADVISORS, LLC

Wayne Martin Ushman
HOLDEN, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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