Danna Jacobs
LAVISH FINANCIAL PLANNING
Morristown, NJ 07960
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CRD#: 5366446
Professional summary
Danna Jacobs, CFP®, who also goes by Danna Colon, Danna Jacobs Mrs., is a registered financial advisor currently at LAVISH FINANCIAL PLANNING located in Morristown, New Jersey.
Danna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Danna has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Biography
Prior to launching Legacy Care Wealth, Danna Jacobs was a Client Service Associate at Barclays Wealth & Investment Management Division working with a top investment advisor at the firm from January 2010 to March 2013. Her responsibilities included responding to client inquires regarding investment management, account maintenance, tax issues, trust and estate administration, as well as assisting the sales team with equity offerings, and marketing alternative investment opportunities. In addition, she holds an MBA from New York University's Stern School of Business. She completed her MBA with concentrations in Finance and Entrepreneurship, which included coursework in Business Management, Accounting, Business Strategy, Corporate Finance and Business Planning. She also holds a Bachelor of Arts from Vassar College (Poughkeepsie, NY) with concentrations in Economics and Italian. Lastly, she is a Trustee and Board Member of the Student/Partner Alliance (S/PA), a non-profit organization that partners high school students from Jersey City and Newark with both scholarships and mentors so they can attain a private high school education.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Education Planning
Retirement Planning
Debt Management
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Entrepreneurs
Hourly
Middle Income Client Needs
Women's Financial Planning Iss...
Are you a "fiduciary"?
Yes
Aliases
Danna Colon | Danna Jacobs Mrs.
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.
DANNA IS A 50% MANAGING MEMBER OF LEGACY CARE HOLDINGS, LLC, A HOLDING COMPANY CREATED TO INVEST IN A MEDIA STARTUP. THIS ACTIVITY IS NOT INVESTMENT RELATED AND ACCOUNTS FOR LESS THAN 5% OF DANNA'S TIME.
CRS (Client Relationship Summary) - RIA
Click below to view Danna Jacobs'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®
CFP®
Start date: 2014
Experience
Current
June 18, 2013 - Present
LAVISH FINANCIAL PLANNING
Office #1: 1 High Street Court, Morristown, NJ 07960RIA
CRD#: 167592
Morristown, NJ
Past
May 17, 2010 - March 27, 2013
BARCLAYS CAPITAL INC.
RIA
CRD#: 19714
NEW YORK, NY
Past
February 23, 2010 - March 27, 2013
BARCLAYS CAPITAL INC.
BD
CRD#: 19714
NEW YORK, NY
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(8/22/2025)
IAR
Florida(6/3/2022)
IAR
Louisiana(1/22/2016)
IAR
New Jersey(6/18/2013)
IAR
New York(5/6/2021)
IAR
Pennsylvania(6/28/2021)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
LAVISH FINANCIAL PLANNING
LAVISH FINANCIAL PLANNING | LEGACY CARE WEALTH, LLC | LEGACY CARE WEALTH ADVISORS
CRD#: 167592 / SEC#:
California
Registered Investment Advisory firm - (8/22/2025 Approved)Florida
Registered Investment Advisory firm - (6/3/2022 Approved)Louisiana
Registered Investment Advisory firm - (1/19/2016 Approved)New Jersey
Registered Investment Advisory firm - (6/18/2013 Approved)New York
Registered Investment Advisory firm - (7/25/2013 Approved)Pennsylvania
Registered Investment Advisory firm - (6/28/2021 Approved)Texas
Registered Investment Advisory firm - (3/15/2023 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 High Street Court, Morristown, NJ 07960
Mailing Address
Phone number
(201) 535-4499
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 277 |
| AUM (Assets Under Management) | $ 33,723,809 |
Red Flags
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