EJ
Eric M. Jacobsen
JACOBSEN CAPITAL MANAGEMENT
Salt Lake City, UT 84111
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CRD#: 2155456
EJ
Professional summary
Eric Michael Jacobsen, who also goes by Eric M Jacobsen, is a registered financial advisor currently at JACOBSEN CAPITAL MANAGEMENT located in Salt Lake City, Utah.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Eric has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric M Jacobsen
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.
1. 242 RIVERHAWK LLC; NON-INVESTMENT RELATED BUSINESS. PROVIDENCE, UT; RENTAL PROPERTY MANAGEMENT; OWNER; AUGUST 2022; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING. 2. 1729 WATERCRESS, LLC. NON-INVESTMENT RELATED BUSINESS; GILBERT, AZ; RENTAL PROPERTY MANAGEMENT; OWNER; 2018; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING. 3. 2134 KENSINGTON AVE, LLC; NON-INVESTMENT RELATED BUSINESS; SALT LAKE CITY, UT; RENTAL PROPERTY MANAGEMENT; 2017; OWNER; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING 4. 2169 CRYSTAL AVE, LLC; NON-INVESTMENT RELATED BUSINESS; SALT LAKE CITY, UT; RENTAL PROPERTY MANAGER; 2016; OWNER; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING 5. TRUSTEE ON FAMILY ACCOUNT; NON-INVESTMENT RELATED; UTAH; TRUSTEE; 2014; LESS THAN 5 HOURS PER MONTH; 0HRS/MONTH DURING SECURITIES TRADING;
CRS (Client Relationship Summary) - RIA
Click below to view Eric Michael Jacobsen's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 28, 1997 - Present
JACOBSEN CAPITAL MANAGEMENT
Office #1: 101 South 200 East Suite 524, Salt Lake City, UT 84111RIA
CRD#: 116085
Salt Lake City, UT
Past
September 8, 2017 - December 31, 2019
GOALEN FINANCIAL ADVISORS
RIA
CRD#: 289497
SALT LAKE CITY, UT
Past
December 21, 1999 - January 19, 2001
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
October 14, 1991 - July 21, 1999
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JC
JACOBSEN CAPITAL MANAGEMENT
E. JACOBSEN COMPANY, LLC | JACOBSEN CAPITAL MANAGEMENT, LLC | JACOBSEN CAPITAL MANAGEMENT
CRD#: 116085 / SEC#: 801-63010
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Arizona
Registered Investment Advisory firm - (4/28/2004 Terminated)Utah
Registered Investment Advisory firm - (4/28/2004 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(7/12/1999)
IAR
Texas(7/17/2024)
IAR
Utah(5/28/1997)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
JC
JACOBSEN CAPITAL MANAGEMENT
E. JACOBSEN COMPANY, LLC | JACOBSEN CAPITAL MANAGEMENT, LLC | JACOBSEN CAPITAL MANAGEMENT
CRD#: 116085 / SEC#: 801-63010
RIA
Registered Investment Advisory firm - (4/7/2004 Approved)Arizona
Registered Investment Advisory firm - (4/28/2004 Terminated)Utah
Registered Investment Advisory firm - (4/28/2004 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
101 South 200 East Suite 524, Salt Lake City, UT 84111
Mailing Address
Phone number
(801) 746-7171
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 478 |
| AUM (Assets Under Management) | $ 474,630,289 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
JACOBSEN CAPITAL MANAGEMENT
CRD#: 116085Salt Lake City, UT 84111TRUST BUT VERIFY
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