JACOBSEN CAPITAL MANAGEMENT, LLC

JACOBSEN CAPITAL MANAGEMENT
SALT LAKE CITY, Utah·3 registered advisors·CRD# 116085
SEC# 801-630100801-746-7171
01

Firm Overview

AUM
$428M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JACOBSEN CAPITAL MANAGEMENT, LLC

3 registered advisors
Amy Jacobsen
SALT LAKE CITY, Utah
Eric Michael Jacobsen
SALT LAKE CITY, Utah
Layna Nicole Morrison
SALT LAKE CITY, Utah
05

Office Locations

SALT LAKE CITY, Utah
3 advisors

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Data sourced from SEC Form ADV filings. JACOBSEN CAPITAL MANAGEMENT, LLC (CRD# 116085) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.