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Jeffrey L Jacobs

JACOBS EQUITY·DRAPER, Utah
Clean recordJACOBS EQUITY
12231 S 900 E, DRAPER, UT 84020CRD# 5560484Firm CRD# 147725

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey L Jacobs · DRAPER, UT
Registration
CRD #5560484 · JACOBS EQUITY
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey L Jacobs is a registered financial advisor based in DRAPER, Utah, affiliated with JACOBS EQUITY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
JACOBS EQUITY
PALISADE WEALTH MANAGEMENT
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at JACOBS EQUITY →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5560484
Firm CRD# 147725
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey L Jacobs offer?
Jeffrey L Jacobs specializes in Investment Management, Fee-Only Advisory. Contact their office in DRAPER, Utah for a consultation.
What are Jeffrey L Jacobs's credentials?
Jeffrey L Jacobs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey L Jacobs located?
Jeffrey L Jacobs is based in DRAPER, Utah, working with JACOBS EQUITY. Their office serves clients in the DRAPER metropolitan area and surrounding communities.
How does Jeffrey L Jacobs charge for services?
Jeffrey L Jacobs'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 JACOBS EQUITY?
JACOBS EQUITY has approximately 3 employees and manages $116M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Utah
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City Guides
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Research
Advisor Fees in UtahNational Fee Analysis
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