Brad D. Jacobson

OLIVER LUXXE ASSETS LLC

Gladstone, NJ 07934

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CRD#: 2253013

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad D Jacobson

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)JACOBSON FAMILY TRUST-TRUST-1 HOUR PER MONTH-EFF: 1-21-09-TRUSTEE. 2)POE YOGA LLC / PO BOX 472 FAR HILLS NJ/SOMERSET 07931 / PARTNERSHIP / SPORT & LEISURE FACILITIES / HOT YOGA CLASSES / PARTNER / HELP WIFE WITH ACCOUNTING AND OPERATIONS BACK OFFICE / START DATE 12/16/2011.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad David Jacobson's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 23, 2014 - Present

OLIVER LUXXE ASSETS LLC

Office #1: 17 Mendham Road Suite 200, Gladstone, NJ 07934

RIA

CRD#: 169588

Gladstone, NJ

Past

December 12, 2008 - June 2, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FLORHAM PARK, NJ

Past

December 12, 2008 - June 2, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FLORHAM PARK, NJ

Past

April 14, 2003 - December 16, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SHORT HILLS, NJ

Past

April 14, 2003 - December 16, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SHORT HILLS, NJ

Past

May 10, 2002 - May 5, 2003

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

FLORHAM PARK, NJ

Past

March 9, 2002 - May 5, 2003

RBC CAPITAL MARKETS, LLC

CRD#: 31194

NEW YORK, NY

Past

September 1, 1999 - March 9, 2002

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

October 11, 1993 - September 1, 1999

GIBRALTAR SECURITIES CO.

CRD#: 7093

FLORHAM PARK, NJ

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".

OLIVER LUXXE ASSETS LLC

BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC

CRD#: 169588 / SEC#: 801-78786

RIA

Registered Investment Advisory firm - (11/18/2013 Approved)

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

New Jersey
(5/23/2014)

IAR

Texas
(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

State Security Law Exam

IAR

Series 65

Date: 10/23/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/15/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/8/1993

General Securities Representative Examination

Current Firm

OLIVER LUXXE ASSETS LLC

BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC

CRD#: 169588 / SEC#: 801-78786

RIA

Registered Investment Advisory firm - (11/18/2013 Approved)

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Contact information

Main Address

17 Mendham Road Suite 200, Gladstone, NJ 07934

Mailing Address

Phone number

(908) 741-4884

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,554
AUM (Assets Under Management)	$ 864,222,900

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.

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Advisor Monitoring

Firm Stability Insights

Brad D. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad David Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

TUCKER ANTHONY INCORPORATED

GIBRALTAR SECURITIES CO.

Primary Firm SEC Registration

OLIVER LUXXE ASSETS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/1996

Series 63

Date: 10/20/1993

Series 31

Date: 7/15/2005

Series 7

Date: 10/8/1993

Current Firm

OLIVER LUXXE ASSETS LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER LUXXE ASSETS LLC

TRUST BUT VERIFY

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