DJ
David B. Jacobson
IDX ADVISORS
Scottsdale, AZ 85258
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CRD#: 6139084
DJ
Professional summary
David Benjamin Jacobson, who also goes by Ben Jacobson, is a registered financial advisor currently at IDX ADVISORS located in Scottsdale, Arizona and FORESIDE FUND SERVICES, LLC located in Scottsdale, Arizona.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. David has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO, Series 3 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ben Jacobson
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.
1) IDX Advisors, LLC; Investment-Related; Phoenix, AZ; Asset Management; Head of Investor Relations; Start 01/2018; 260 hours per month 2) IDX Insights, LLC; Investment-Related; Phoenix, AZ; Research; Head of Investor Relations; Start 01/2018; 40 hours per month 3) Ben Jacobson LLC; Non-investment related; Phoenix, AZ; Owner; Consultant; Start 7/2017; 0 Hours Per Month, 0 During Trading Hours
CRS (Client Relationship Summary) - RIA
Click below to view David Benjamin Jacobson'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
March 26, 2020 - Present
IDX ADVISORS
Office #1: 9311 E Via De Ventura Suite 105, Scottsdale, AZ 85258RIA
CRD#: 299658
Scottsdale, AZ
Current
May 20, 2022 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 9311 E Via De Ventura Suite 105, Scottsdale, AZ 85258BD
CRD#: 46106
Scottsdale, AZ
Past
January 4, 2019 - August 13, 2019
YOSEMITE EXECUTION PARTNERS INC.
BD
CRD#: 165587
LAFAYETTE, CA
Past
July 8, 2014 - December 31, 2017
LONGBOARD ASSET MANAGEMENT
RIA
CRD#: 155617
PHOENIX, AZ
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".
IA
IDX ADVISORS
IDX ADVISORS | IDX ADVISORS, LLC
CRD#: 299658 / SEC#: 801-122480
RIA
Registered Investment Advisory firm - (10/8/2021 Approved)Arizona
Registered Investment Advisory firm - (11/27/2023 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/21/2022)
RR
Alaska(6/21/2022)
IAR
Arizona(3/26/2020)
RR
Arizona(6/6/2022)
RR
Arkansas(6/21/2022)
RR
California(6/21/2022)
RR
Colorado(6/21/2022)
RR
Connecticut(6/21/2022)
RR
Delaware(6/21/2022)
RR
District of Columbia(6/21/2022)
RR
Florida(6/21/2022)
RR
Georgia(6/21/2022)
RR
Hawaii(6/21/2022)
RR
Idaho(6/21/2022)
RR
Illinois(6/21/2022)
RR
Indiana(6/21/2022)
RR
Iowa(6/21/2022)
RR
Kansas(6/21/2022)
RR
Kentucky(6/21/2022)
RR
Louisiana(6/21/2022)
RR
Maine(6/21/2022)
RR
Maryland(6/21/2022)
RR
Massachusetts(6/21/2022)
RR
Michigan(6/21/2022)
RR
Minnesota(6/21/2022)
RR
Mississippi(6/21/2022)
RR
Missouri(6/21/2022)
RR
Montana(6/21/2022)
RR
Nebraska(6/21/2022)
RR
Nevada(6/21/2022)
RR
New Hampshire(6/21/2022)
RR
New Jersey(6/21/2022)
RR
New Mexico(6/21/2022)
RR
New York(6/21/2022)
RR
North Carolina(6/21/2022)
RR
North Dakota(6/21/2022)
RR
Ohio(6/21/2022)
RR
Oklahoma(6/21/2022)
RR
Oregon(6/21/2022)
RR
Pennsylvania(6/21/2022)
RR
Rhode Island(6/21/2022)
RR
South Carolina(6/21/2022)
RR
South Dakota(6/21/2022)
RR
Tennessee(6/21/2022)
RR
Texas(6/21/2022)
RR
Utah(6/21/2022)
RR
Vermont(6/21/2022)
RR
Virginia(6/21/2022)
RR
Washington(6/21/2022)
RR
West Virginia(6/21/2022)
RR
Wisconsin(6/21/2022)
RR
Wyoming(6/21/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/20/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
IDX ADVISORS
IDX ADVISORS | IDX ADVISORS, LLC
CRD#: 299658 / SEC#: 801-122480
RIA
Registered Investment Advisory firm - (10/8/2021 Approved)Arizona
Registered Investment Advisory firm - (11/27/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9311 E Via De Ventura Suite 105, Scottsdale, AZ 85258
Mailing Address
Phone number
(833) 662-6346
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 97,401,984 |
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.
