RJ
Robert E. Jacobsen
ASSABET ADVISORS
Holden, MA 01520
Some features on this profile are disabled
CRD#: 6413252
RJ
Professional summary
Robert Edward Jacobsen, CFP® is a registered financial advisor currently at ASSABET ADVISORS, LLC located in Holden, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Robert has worked at 1 firm and has passed the Series 65 and Series 3 exams.
Question & Answer
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.) NAME OF OBA: REAL ESTATE INVESTMENTS ADDRESS OF OBA: MULTIPLE ADDRESSES NATURE: RENTAL PROPERTIES INVESTMENT RELATED: YES RELATIONSHIP WITH OBA: OWNER DUTIES: OVERSIGHT AND MANAGEMENT OF MULTIPLE BUILDINGS START DATE: 12/2008 APPROX. NUMBER OF HOURS/MONTH: 5 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 1 (2.) NAME OF OBA: CLUB MOTORSPORTS ADDRESS OF OBA: TAMWORTH, NH 03886 NATURE: TEACHING INDIVIDUALS HOW TO DRIVE COMPETITIVELY INVESTMENT RELATED: NO RELATIONSHIP WITH OBA: INSTRUCTOR DUTIES: TEACHING/ COACHING DRIVING TECHNIQUES START DATE: 09/01/2023 APPROX. NUMBER OF HOURS/MONTH: 16 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0 (3.) NAME OF OBA: TOWN OF HOLDEN ADDRESS OF OBA: HOLDEN, MA NATURE: REVIEW TOWN BUDGET INVESTMENT RELATED: NO RELATIONSHIP WITH OBA: FINANCE COMMITTEE MEMBER DUTIES: REVIEW BUDGET AND BUDGET PROJECTIONS START DATE: 09/24/2024 APPROX. NUMBER OF HOURS/MONTH: 1 APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Robert Edward Jacobsen'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®
Experience
Current
November 5, 2014 - Present
ASSABET ADVISORS, LLC
Office #1: 1087 Main Street, Holden, MA 01520RIA
CRD#: 127795
Holden, MA
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".
AA
ASSABET ADVISORS, LLC
ASSABET ADVISORS, LLC
CRD#: 127795 / SEC#: 801-120592
RIA
Registered Investment Advisory firm - (3/25/2021 Approved)Massachusetts
Registered Investment Advisory firm - (4/19/2021 Terminated)Texas
Registered Investment Advisory firm - (4/19/2021 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.Highlighted states indicate IAR registrations
IAR
Massachusetts(11/5/2014)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AA
ASSABET ADVISORS, LLC
ASSABET ADVISORS, LLC
CRD#: 127795 / SEC#: 801-120592
RIA
Registered Investment Advisory firm - (3/25/2021 Approved)Massachusetts
Registered Investment Advisory firm - (4/19/2021 Terminated)Texas
Registered Investment Advisory firm - (4/19/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1087 Main Street, Holden, MA 01520
Mailing Address
P.o. Box 8, Holden, MA 01520
Phone number
(508) 351-9666
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 196 |
| AUM (Assets Under Management) | $ 158,251,676 |
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.
Company Information
ASSABET ADVISORS, LLC
CRD#: 127795Holden, MA 01520TRUST BUT VERIFY
Monitor Robert Jacobsen
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
