Jason R. Jacobi
BOYER FINANCIAL SERVICES
NEWPORT BEACH, CA 92660
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CRD#: 6281494
Professional summary
Jason Raymond Jacobi, CFP® is a registered financial advisor currently at BOYER FINANCIAL SERVICES, INC. located in Newport Beach, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Long-term Care
Business Succession Planning
Insurance Planning
Small Business Planning
Divorce Planning
Life Transitions
Investment Planning
Comprehensive Financial Planni...
Inheritance
Social Security Planning
Estate Planning
Education Planning
Employee and Employer Plan Ben...
Tax Planning
Retirement Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
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. 04/03/2017 - BOYER FINANCIAL SERVICES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ HUNTINGTON BEACH, CA 2. 09/15/2021 - The Jacobi Group - Not Investment Related - Home Based - Family Business - Co-Owner - Start Date: 04/22/2021 - 0 Hours Per Month/0 Hours During Securities Trading. 3. 10/21/2022 - Unbiased Inc. - Not Investment Related - Virtual Zoom meetings - For-Profit Board Member - Start Date: 11/01/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 4. 11/20/2024 - Jason Jacobi is the Co-owner of The Jacobi Group; Non Investment Related; Description of the business: PR/Marketing firm to small businesses.; Location: 429 Vista Suerte Newport Beach California 92660; Responsibilities Duties: None. My wife is the managing partner, so I have no day-to-day responsibilities.; Start date: 2021-09-15; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1. 5. 11/20/2024 - Jason Jacobi is a For-Profit Board Member at Unbiased Inc.; Investment Related; Location: 32-38 SAFFRON HILL London, United Kingdom; Start date with business: 2022-10-21; Description: As a non-executive board member, he provides advisory input on the US RIA space to Unbiased Inc. via quarterly Zoom meetings. Responsibilities : he advises Unbiased Inc. on the US RIA space as a non-executive board member, with no decision-making or compensation. Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person: PIM PIERS; Website address: https://www.unbiased.com/.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Raymond Jacobi'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: 2022
Experience
Current
September 10, 2024 - Present
BOYER FINANCIAL SERVICES, INC.
Office #1: 4063 Birch St. Suite 150, Newport Beach, CA 92660RIA
CRD#: 331868
NEWPORT BEACH, CA
Past
June 21, 2017 - December 16, 2024
LPL FINANCIAL LLC
RIA
CRD#: 6413
NEWPORT BEACH, CA
Past
April 3, 2017 - December 16, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
NEWPORT BEACH, CA
Past
February 6, 2014 - April 4, 2017
PACIFIC SELECT DISTRIBUTORS, LLC
BD
CRD#: 4452
NEWPORT BEACH, CA
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".
BF
BOYER FINANCIAL SERVICES, INC.
BOYER FINANCIAL SERVICES, INC.
CRD#: 331868 / SEC#: 801-130578
RIA
Registered Investment Advisory firm - (6/28/2024 Approved)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(9/10/2024)
IAR
Texas(9/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BF
BOYER FINANCIAL SERVICES, INC.
BOYER FINANCIAL SERVICES, INC.
CRD#: 331868 / SEC#: 801-130578
RIA
Registered Investment Advisory firm - (6/28/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4063 Birch St. Suite 150, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 336-4990
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 565 |
| AUM (Assets Under Management) | $ 144,583,319 |
Red Flags
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Company Information
BOYER FINANCIAL SERVICES, INC.
CRD#: 331868Newport Beach, CA 92660TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
