Unclaimed Profile

R A Jacobs

MCDONALD FRANCESCHI, LLC·PORTLAND, Oregon

MCDONALD FRANCESCHI, LLC

520 SW YAMHILL STREET, PORTLAND, OR 97204CRD# 5020167Firm CRD# 136906

Profile Verification

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

Identity

R A Jacobs · PORTLAND, OR

Registration

CRD #5020167 · MCDONALD FRANCESCHI, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

R A Jacobs is a registered financial advisor based in PORTLAND, Oregon, affiliated with MCDONALD FRANCESCHI, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MCDONALD FRANCESCHI, LLC

BEACON ROCK PARTNERS

AUM

$199M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MCDONALD FRANCESCHI, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5020167

Firm CRD# 136906

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does R A Jacobs offer?

R A Jacobs specializes in Financial Planning, Investment Management. Contact their office in PORTLAND, Oregon for a consultation.

What are R A Jacobs's credentials?

R A Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is R A Jacobs located?

R A Jacobs is based in PORTLAND, Oregon, working with MCDONALD FRANCESCHI, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does R A Jacobs charge for services?

R A Jacobs's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCDONALD FRANCESCHI, LLC?

MCDONALD FRANCESCHI, LLC has approximately 3 employees and manages $199M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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