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Brad David Jacobson

OLIVER LUXXE ASSETS LLC·GLADSTONE, New Jersey
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17 MENDHAM ROAD, GLADSTONE, NJ 07934CRD# 2253013Firm CRD# 169588
01

About

Brad David Jacobson is a registered financial advisor based in GLADSTONE, New Jersey, affiliated with OLIVER LUXXE ASSETS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
OLIVER LUXXE ASSETS LLC
OLIVER LUXXE ASSETS LLC
AUM
$694M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at OLIVER LUXXE ASSETS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2253013
Firm CRD# 169588
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brad David Jacobson offer?
Brad David Jacobson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLADSTONE, New Jersey for a consultation.
What are Brad David Jacobson's credentials?
Brad David Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brad David Jacobson located?
Brad David Jacobson is based in GLADSTONE, New Jersey, working with OLIVER LUXXE ASSETS LLC. Their office serves clients in the GLADSTONE metropolitan area and surrounding communities.
How does Brad David Jacobson charge for services?
Brad David 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 OLIVER LUXXE ASSETS LLC?
OLIVER LUXXE ASSETS LLC has approximately 9 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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