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JACOBS EQUITY
JACOBS EQUITY
PALISADE WEALTH MANAGEMENT
DRAPER, Utah
·
1 registered advisor
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CRD# 147725
SEC# 801-131649
2
650-387-3808
01
Firm Overview
AUM
$116M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at JACOBS EQUITY
1 registered advisor
Jeffrey L Jacobs
DRAPER, Utah
CRD# 5560484
05
Office Locations
DRAPER, Utah
1 advisor
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Data sourced from SEC Form ADV filings. JACOBS EQUITY (CRD# 147725) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.