Brad David Jacobson
Professional Summary
Brad David Jacobson, who also goes by Brad D Jacobson, is a registered financial advisor currently at OLIVER LUXXE ASSETS LLC located in Gladstone, New Jersey. Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Brad has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brad D Jacobson
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC
Contact Information
Main Address
10 Lackawanna Ave Suite 9, Gladstone, NJ 07934Mailing Address
P.o. Box 141, Gladstone, NJ 07934Phone Number
(908) 741-4884# of Employees
9SEC notice filing (15 States and Territories)
Registered to provide investment advisory services in 15 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,704AUM (Assets Under Management)
$1,001,790,266Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC
State Registrations and Notice Filings
(5/23/2014)
(1/25/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Brad David Jacobson's CRS (Customer Relationship Summary).
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