Christopher A. 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.
Christopher Alan Jacobson, who also goes by Chris Alan Jacobson, was a registered financial professional .
Christopher is a previously registered financial professional and started their career in finance in 2009. Christopher had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 28, 2016 - December 31, 2016
VISION FINANCIAL ADVISORY, LLC
March 14, 2014 - March 17, 2016
U.S. BANCORP INVESTMENTS, INC.
March 14, 2014 - March 17, 2016
U.S. BANCORP INVESTMENTS, INC.
October 1, 2012 - March 21, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - March 21, 2014
J.P. MORGAN SECURITIES LLC
May 19, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
May 19, 2010 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
June 26, 2009 - May 13, 2010
EQUITABLE ADVISORS, LLC
June 10, 2009 - May 13, 2010
EQUITABLE ADVISORS, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
VISION FINANCIAL ADVISORY, LLC
CRD#: 283629 / SEC#:
Contact information
Red Flags
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