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DJ

Darlene E. Jacobsen

Some features on this profile are disabled
CRD#: 1233250
DJ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Darlene Elizabeth Jacobsen was a registered financial professional .

Darlene is a previously registered financial professional and started their career in finance in 1984. Darlene had worked at 10 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 6, 2024 - March 29, 2024

DJD DIVERSIFIED

RIA
CRD#: 137422
Encinitas, CA
Past

June 4, 1996 - May 14, 1998

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

October 17, 1995 - June 7, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

January 19, 1994 - January 18, 1995

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

September 15, 1993 - December 14, 1993

INDEPENDENT FINANCIAL SECURITIES, INC.

BD
CRD#: 19924
Past

September 25, 1990 - September 17, 1993

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

February 24, 1989 - August 11, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

November 3, 1988 - March 6, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

September 18, 1987 - November 3, 1988

CHRISTOPHER WEIL & COMPANY, INC

BD
CRD#: 6566
GLENDALE, CA
Past

April 7, 1987 - October 28, 1987

THOMAS BROTHERS SECURITIES CORPORATION

BD
CRD#: 16218
Past

August 26, 1986 - October 3, 1986

CAMERON, MURPHY & SPANGLER, INC.

BD
CRD#: 6864
Past

May 3, 1985 - November 29, 1985

PSI SECURITIES CORPORATION

BD
CRD#: 10322
Past

April 5, 1984 - March 6, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/5/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/17/1984
General Securities Representative Examination

Current Firm

DD
DJD DIVERSIFIED
DJD DIVERSIFIED | JACOBSEN, DARLENE ELIZABETH | JACOBSEN ADVISORY SERVICES | DJD DIVERSIFIED ADVISORY SERVICES

CRD#: 137422 / SEC#:

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Contact information

Main Address
Encinitas, CA
Mailing Address
Po Box 232524, Encinitas, CA 92023-2637
Phone number
(760) 635-3572
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DJD DIVERSIFIED

CRD#: 137422

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