Randy D. Jacobson

ATIP,

Huntington Beach, CA

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CRD#: 2354325

Professional summary

Randy Dean Jacobson, who also goes by Dean Randolph Jacobson, is a registered financial advisor currently at ATIP, INC located in Huntington Beach, California.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Randy has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dean Randolph 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.

DEAN INSURANCE-19021 HAMDEN LANE, HUNTINGTON BEACH, CA. 92646. THE BUSINESS IS SELLING LIFE INSURANCE, ANNUITIES AND LONG TERM CARE INSURANCE BASED ON CLIENT'S NEEDS AND RISK TOLERANCE-IT IS INVESTMENT RELATED. I AM THE OWNER/AGENT AND IN BUSINESS SINCE 4/1988. I WILL BE DEVOTING APPROXIMATELY 10 HOURS/WEEK-2-4 HOURS PER DAY DURING SECURITY TRADING HOURS. KAM Financial & Realty, Non-investment related, 9920 Pacific Heights Blvd Suite 150, San Diego, CA 92121, Mortgage Loans and Real Estate Sales, Independent Contractor, Loan Originator , Start Date: 8/2016-Present,4 hrsMonth, 1 hr/week during security trading hours. Randy Jacobson is a licensed Real Estate Agent and Loan Originator.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Dean Jacobson'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®

None

Experience

Current

January 3, 2006 - Present

ATIP, INC

RIA

CRD#: 136440

Huntington Beach, CA

Past

October 21, 2004 - November 16, 2005

AMERICAN MONEY MANAGEMENT GROUP

RIA

CRD#: 116490

HUNTINGTON BEACH, CA

Past

May 28, 1993 - December 31, 1994

NATIONAL PLANNING CORPORATION

CRD#: 29604

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

California
(1/3/2006)

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: 9/3/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/27/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/27/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATIP, INC

AMERICAN FINANCIAL MANAGEMENT | ATIP, INC | AMERICAN FINANCIAL MANAGEMENT LLC

CRD#: 136440 / SEC#:

California

Registered Investment Advisory firm - (1/1/2006 Approved)

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Contact information

Main Address

Huntington Beach, CA

Mailing Address

Phone number

(714) 788-7204

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 1,217,163

Red Flags

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

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Randy D. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Dean Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ATIP, INC

AMERICAN MONEY MANAGEMENT GROUP

NATIONAL PLANNING CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/2004

Series 63

Date: 5/27/1993

Series 6

Date: 5/27/1993

Current Firm

ATIP, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ATIP, INC

TRUST BUT VERIFY

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