Phil L. Jacobson

SYNERGY FINANCIAL PARTNERS

DENVER, CO 80209

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CRD#: 4172462

Professional summary

Phil L Jacobson, CFP®, ChFC® is a registered financial advisor currently at SYNERGY FINANCIAL PARTNERS, LLC located in Denver, Colorado.

Phil is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Phil has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Investment Planning

Employee and Employer Plan Ben...

Insurance Planning

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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. 02/14/2018 - PJacobson Financial Planning Inc - Not Investment Related - Business Entity For Tax/Investment Purposes Only - Payroll Purposes. 2. 02/14/2018 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - 20 Hours Per Month - Fixed Insurance Sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phil L 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®

CFP^®

Certified Financial Planner

Start date: 2007

ChFC^®

Chartered Financial Consultant

Experience

Current

October 7, 2019 - Present

SYNERGY FINANCIAL PARTNERS, LLC

Office #1: 3773 Cherry Creek North Drive Suite 780, Denver, CO 80209

RIA

CRD#: 305287

DENVER, CO

Past

October 10, 2022 - October 28, 2022

LPL FINANCIAL LLC

RIA

CRD#: 615

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".

SYNERGY FINANCIAL PARTNERS, LLC

CRD#: 305287 / SEC#: 801-117436

RIA

Registered Investment Advisory firm - (10/4/2019 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

Colorado
(10/7/2019)

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

Series 63

Date: 11/15/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/3/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/8/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/1/2000

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/15/2006

General Securities Principal Examination

Current Firm

SYNERGY FINANCIAL PARTNERS, LLC

CRD#: 305287 / SEC#: 801-117436

RIA

Registered Investment Advisory firm - (10/4/2019 Approved)

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Contact information

Main Address

3773 Cherry Creek North Drive Suite 780, Denver, CO 80209

Mailing Address

Phone number

(303) 399-9999

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYNERGY FINANCIAL PARTNERS, LLC - DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,915
AUM (Assets Under Management)	$ 280,009,351

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Phil L. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phil L Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

HORNOR, TOWNSEND & KENT, LLC

HORNOR, TOWNSEND & KENT, LLC

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

SYNERGY FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/15/2004

Series 65

Date: 8/3/2001

SIE

Date: 10/1/2018

Series 7

Date: 2/8/2005

Series 6

Date: 5/1/2000

Series 24

Date: 6/15/2006

Current Firm

SYNERGY FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNERGY FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

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