Unclaimed Profile

Bryan K Jacobsen

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC·ALEXANDRIA, Virginia

SIE, Series 4, Series 7, Series 14, Series 24, Series 66, Series 82TO, Series 99TOClean record21 years registeredEVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

1199 N. FAIRFAX ST., ALEXANDRIA, VA 22314CRD# 3055957Firm CRD# 291127

Profile Verification

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

Identity

Bryan K Jacobsen · ALEXANDRIA, VA

Registration

CRD #3055957 · EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

May 2012 – Dec 2015

EL SEGUNDO, CA

CETERA ADVISOR NETWORKS LLC

Jun 2010 – Feb 2018

EL SEGUNDO, CA

NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)

Aug 2005 – Apr 2010

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 14

Series 24

Series 66

Series 82TO

Series 99TO

Registration record

First registered · August 10, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

CRD 291127 · SEC 801-119228

AUM

$103M

Regulatory assets under management

Employees

98 client accounts

Services offered by EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan K Jacobsen offer?

Bryan K Jacobsen specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Bryan K Jacobsen's credentials?

Bryan K Jacobsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan K Jacobsen located?

Bryan K Jacobsen is based in ALEXANDRIA, Virginia, last registered with EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC.

How does Bryan K Jacobsen charge for services?

Bryan K Jacobsen'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 EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC?

EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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