JJ
Jeffrey L. Jacobs
PALISADE WEALTH MANAGEMENT
Draper, UT 84020
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CRD#: 5560484
JJ
Professional summary
Jeffrey L Jacobs, who also goes by Jeff Jacobs, is a registered financial advisor currently at PALISADE WEALTH MANAGEMENT located in Draper, Utah.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jeffrey has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeff Jacobs
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.
I OCCASIONALLY PROVIDE LEGAL SERVICES, PRIMARILY TAX RELATED, FOR A SMALL NUMBER OF INDIVIDUALS AND BUSINESSES. THESE SERVICES ARE NOT INVESTMENT-RELATED. DURING THE MONTH OF APRIL I DEVOTE APPROXIMATELY 20 HOURS/WEEK TO THESE SERVICES. DURING THE REST OF THE YEAR I DEVOTE A FEW HOURS/WEEK. LESS THAN HALF OF THIS TIME OCCURS DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey L 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®
NoneExperience
Current
September 29, 2008 - Present
PALISADE WEALTH MANAGEMENT
Office #1: 12231 S 900 E, Draper, UT 84020RIA
CRD#: 147725
Draper, UT
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".
PW
PALISADE WEALTH MANAGEMENT
JACOBS EQUITY | PALISADE WEALTH MANAGEMENT
CRD#: 147725 / SEC#: 801-131649
RIA
Registered Investment Advisory firm - (12/18/2024 Approved)California
Registered Investment Advisory firm - (1/23/2025 Terminated)Texas
Registered Investment Advisory firm - (12/24/2024 Terminated)Utah
Registered Investment Advisory firm - (12/26/2024 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(9/29/2008)
IAR
Utah(9/29/2008)
Current Firm
PW
PALISADE WEALTH MANAGEMENT
JACOBS EQUITY | PALISADE WEALTH MANAGEMENT
CRD#: 147725 / SEC#: 801-131649
RIA
Registered Investment Advisory firm - (12/18/2024 Approved)California
Registered Investment Advisory firm - (1/23/2025 Terminated)Texas
Registered Investment Advisory firm - (12/24/2024 Terminated)Utah
Registered Investment Advisory firm - (12/26/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12231 S 900 E, Draper, UT 84020
Mailing Address
Po Box 1276, Draper, UT 84020
Phone number
(650) 387-3808
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 137 |
| AUM (Assets Under Management) | $ 111,699,552 |
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.
