David F. Jacoby
REMOTE FINANCIAL PLANNER
Wellington, FL
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CRD#: 6315741
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 Wellington, 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.
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 help low-income families file their income tax returns.
Personal: I'm an on-again, off-again expat that loves to travel. Previously, I’ve lived in Brazil and Chile but currently I’m calling Barcelona, Spain my home. My travels have changed my outlook on life and impacted the way I want to live and work. I started my own business so that I could work remotely and have more control over my life. Now, I spend every day helping people realize their financial goals, so they can live the life they want to live too.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Entrepreneurs
ExPat and Cross Border Issues
Investment Advice with Ongoing...
Middle Income Client Needs
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
David Franklin Jacoby
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view David F Jacoby'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: 2016
Experience
Current
August 24, 2016 - Present
REMOTE FINANCIAL PLANNER, LLC
RIA
CRD#: 284297
Wellington, FL
Past
June 23, 2014 - December 2, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WASHINGTON, DC
Past
May 7, 2014 - December 2, 2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WASHINGTON, DC
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
Florida(3/21/2017)
IAR
Georgia(3/30/2021)
IAR
Texas(3/15/2018)
IAR
Virginia(8/24/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
REMOTE FINANCIAL PLANNER, LLC
REMOTE FINANCIAL PLANNER, LLC | REMOTE FINANCIAL PLANNING
CRD#: 284297 / SEC#:
Florida
Registered Investment Advisory firm - (3/21/2017 Approved)Georgia
Registered Investment Advisory firm - (3/30/2021 Approved)Texas
Registered Investment Advisory firm - (4/29/2021 Approved)Virginia
Registered Investment Advisory firm - (8/24/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7754 Okeechobee Blvd #400, West Palm Beach, FL 33411
Mailing Address
Phone number
(202) 570-4146
Established
Firm type
Fiscal year end
# of Employees
0
Regulatory assets under management
| Total Number of Accounts | 219 |
| AUM (Assets Under Management) | $ 70,433,000 |
Red Flags
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