David F Jacoby
CFP®Professional Summary
David F Jacoby, CFP®, who also goes by David Franklin Jacoby, is a registered financial advisor currently at REMOTE FINANCIAL PLANNER, LLC located in Palm Beach Gardens, Florida. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Financial Planning
- Retirement Planning
- Investment Management
Specializations
Biography
Professional: I'm a Chartered Financial Analyst (CFA) charterholder, Certified Public Accountant (CPA), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I received an International MBA from the Darla Moore School of Business and a BSBA with a focus in Accounting from Christopher Newport University. I have served as a subject matter expert (SME) to develop test questions for the CFP® Board certification examination. Annually, I volunteer for the IRS Volunteer Income Tax Assistance (VITA) program where I...
Other Aliases
David Franklin Jacoby
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Credentials
Years of Experience
12 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
REMOTE FINANCIAL PLANNER, LLC | REMOTE FINANCIAL PLANNING
Contact Information
Main Address
7754 Okeechobee Blvd #400, West Palm Beach, FL 33411Phone Number
(202) 570-4146# of Employees
0Documents
Regulatory Assets Under Management
Total Number of Accounts
252AUM (Assets Under Management)
$82,173,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(3/21/2017)
(3/30/2021)
(3/15/2018)
(8/24/2016)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David F Jacoby's CRS (Customer Relationship Summary).
Services Offered by David
- Tax Planning
- Financial Planning
- Retirement Planning
- Investment Management
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