Alan D. Jacobson
Professional summary
Alan David Jacobson, who also goes by Alan D Jacobson, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Roebling, New Jersey and TRUIST INVESTMENT SERVICES, INC. located in Severna Park, Maryland.
Alan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Alan has worked at 11 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alan David Jacobson's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 23, 2026 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 700 Delaware Avenue, Roebling, NJ 08554April 23, 2026 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 155 Richie Hwy, Severna Park, MD 21146Office #2: 700 Delaware Ave, Roebling, NJ 08554April 30, 2021 - April 27, 2026
CITIZENS SECURITIES, INC.
April 30, 2021 - April 27, 2026
CITIZENS SECURITIES, INC.
September 4, 2019 - April 29, 2021
PRUCO SECURITIES, LLC.
August 29, 2019 - April 29, 2021
PRUCO SECURITIES, LLC.
February 21, 2019 - August 26, 2019
OSAIC FA, INC.
February 11, 2019 - August 26, 2019
OSAIC FA, INC.
January 24, 2017 - February 12, 2019
CITIZENS SECURITIES, INC.
January 24, 2017 - February 12, 2019
CITIZENS SECURITIES, INC.
February 26, 2015 - January 24, 2017
SANTANDER SECURITIES LLC
February 26, 2015 - January 24, 2017
SANTANDER SECURITIES LLC
May 2, 2013 - February 12, 2015
M&T SECURITIES, INC.
May 2, 2013 - February 12, 2015
M&T SECURITIES, INC.
February 8, 2013 - April 26, 2013
LPL FINANCIAL LLC
February 8, 2013 - April 26, 2013
LPL FINANCIAL LLC
July 19, 2010 - February 13, 2013
WELLS FARGO CLEARING SERVICES, LLC
July 19, 2010 - February 13, 2013
WELLS FARGO CLEARING SERVICES, LLC
June 11, 2010 - July 13, 2010
LPL FINANCIAL LLC
June 11, 2010 - July 13, 2010
LPL FINANCIAL LLC
March 31, 2008 - June 4, 2010
PNC WEALTH MANAGEMENT LLC
February 25, 2008 - June 4, 2010
PNC WEALTH MANAGEMENT LLC
January 26, 2006 - February 15, 2008
DAVID LERNER ASSOCIATES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/23/2026)
(4/28/2026)
(4/23/2026)
(4/23/2026)
(4/23/2026)
(4/23/2026)
Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
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.
