Jeremy J. Jacobson
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jeremy Jefferson Jacobson, who also goes by Jeremy Jefferson Jacobson, Aif, was a registered financial professional .
Jeremy is a previously registered financial professional and started their career in finance in 2001. Jeremy had worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 29, 2021 - December 31, 2021
TOPAZ ASSET MANAGEMENT
June 28, 2021 - December 31, 2023
TOPAZ ASSET MANAGEMENT
May 22, 2013 - July 2, 2021
LPL FINANCIAL LLC
May 22, 2013 - July 2, 2021
LPL FINANCIAL LLC
February 13, 2013 - May 23, 2013
RAYMOND JAMES & ASSOCIATES, INC.
February 13, 2013 - May 23, 2013
RAYMOND JAMES & ASSOCIATES, INC.
November 24, 2004 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
June 4, 2004 - February 13, 2013
MORGAN KEEGAN & COMPANY, LLC
April 5, 2004 - June 16, 2004
UBS FINANCIAL SERVICES INC.
September 24, 2001 - June 16, 2004
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
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Exams
Current Firm
TOPAZ ASSET MANAGEMENT
CRD#: 315029 / SEC#:
Contact information
Red Flags
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