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Jeffrey L Jacobs

JACOBS EQUITY·DRAPER, Utah
Unclaimed Profile
12231 S 900 E, DRAPER, UT 84020CRD# 5560484Firm CRD# 147725
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
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
No disclosures on file
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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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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