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JJ

Jarrod S. Jacobi

VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA 95762
Some features on this profile are disabled
CRD#: 2582025
JJ

Professional summary

Jarrod Scott Jacobi, who also goes by Jarrod Jacobi, Jarrod Scott Lewis, is a registered financial advisor currently at VAN HULZEN FINANCIAL ADVISORS located in El Dorado Hills, California and MW INVESTMENT STRATEGY located in El Dorado Hills, California.

Jarrod is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jarrod has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 4 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jarrod Jacobi | Jarrod Scott Lewis

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) - RIA

Click below to view Jarrod Scott Jacobi'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

September 26, 2017 - Present

VAN HULZEN FINANCIAL ADVISORS

Office #1: 4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762
RIA
CRD#: 116632
El Dorado Hills, CA
Current

January 4, 2023 - Present

MW INVESTMENT STRATEGY

Office #1: 4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762
RIA
CRD#: 118433
El Dorado Hills, CA
Past

October 31, 2012 - September 15, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAN FRANCISCO, CA
Past

October 30, 2012 - September 15, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
SAN FRANCISCO, CA
Past

July 4, 2011 - November 5, 2012

WADDELL & REED

RIA
CRD#: 866
SAN MATEO, CA
Past

June 14, 2011 - November 5, 2012

WADDELL & REED

BD
CRD#: 866
SAN MATEO, CA
Past

November 18, 1998 - August 7, 2009

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT
Past

February 14, 1997 - November 18, 1998

SENECA DISTRIBUTORS, LLC

BD
CRD#: 40143
SAN FRANCISCO, CA
Past

January 19, 1996 - August 13, 1996

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, 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".
VH
VAN HULZEN FINANCIAL ADVISORS
BANDELIER ASSET MANAGEMENT A DIVISION OF VAN HULZEN ASSET MANAGEMENT, LLC | WETSEL FINANCIAL | VAN HULZEN FINANCIAL ADVISORS | VAN HULZEN ASSET MANAGEMENT, LLC | VAN HULZEN ASSET MANAGEMENT | SCHREUR FINANCIAL | GOALPATH FINANCIAL PLANNING

CRD#: 116632 / SEC#: 801-61884

RIA
Registered Investment Advisory firm - (3/14/2003 Approved)
California
Registered Investment Advisory firm - (5/8/2003 Terminated)
Colorado
Registered Investment Advisory firm - (12/31/2002 Terminated)
Texas
Registered Investment Advisory firm - (6/19/2003 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
California
(9/26/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2011
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/3/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/15/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/31/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 12/18/1997
Registered Options Principal Examination

Current Firm

VH
VAN HULZEN FINANCIAL ADVISORS
BANDELIER ASSET MANAGEMENT A DIVISION OF VAN HULZEN ASSET MANAGEMENT, LLC | WETSEL FINANCIAL | VAN HULZEN FINANCIAL ADVISORS | VAN HULZEN ASSET MANAGEMENT, LLC | VAN HULZEN ASSET MANAGEMENT | SCHREUR FINANCIAL | GOALPATH FINANCIAL PLANNING

CRD#: 116632 / SEC#: 801-61884

RIA
Registered Investment Advisory firm - (3/14/2003 Approved)
California
Registered Investment Advisory firm - (5/8/2003 Terminated)
Colorado
Registered Investment Advisory firm - (12/31/2002 Terminated)
Texas
Registered Investment Advisory firm - (6/19/2003 Terminated)
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Contact information

Main Address
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762
Mailing Address
Phone number
(916) 608-4284
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VAN HULZEN ADV PART 2A (5/20/2025)

Regulatory assets under management

Total Number of Accounts2,701
AUM (Assets Under Management)$ 1,859,922,004

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

VAN HULZEN FINANCIAL ADVISORS

CRD#: 116632El Dorado Hills, CA 95762

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