Unclaimed Profile

Brad David Jacobson

OLIVER LUXXE ASSETS LLC·GLADSTONE, New Jersey

Series 7, Series 31, Series 63, Series 6524 years registeredOLIVER LUXXE ASSETS LLC

17 MENDHAM ROAD, GLADSTONE, NJ 07934CRD# 2253013Firm CRD# 169588

Profile Verification

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

Identity

Brad David Jacobson · GLADSTONE, NJ

Registration

CRD #2253013 · OLIVER LUXXE ASSETS LLC · 24 years registered

Brand Profile

Not yet started

Career History

OLIVER LUXXE ASSETS LLC

May 2014 – present

UBS FINANCIAL SERVICES INC.

Dec 2008 – Jun 2014

FLORHAM PARK, NJ

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2003 – Dec 2008

SHORT HILLS, NJ

RBC DAIN RAUSCHER INC.

May 2002 – May 2003

FLORHAM PARK, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · May 10, 2002

Years registered · 24

Disclosure History

2011Customer Dispute·Settled

2009Customer Dispute·Settled

2008Customer Dispute·Settled

2005Customer Dispute·Denied

2003Customer Dispute·Denied

2002Customer Dispute·Settled

12 disclosure events on file · Verify on FINRA BrokerCheck →

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

Firm Overview

Firm

OLIVER LUXXE ASSETS LLC

CRD 169588 · SEC 801-78786

AUM

$694M

Regulatory assets under management

Employees

1,423 client accounts

Services offered by OLIVER LUXXE ASSETS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at OLIVER LUXXE ASSETS LLC →

Introduction

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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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