Marc E. Jacobsohn
Professional summary
Marc Elliot Jacobsohn, who also goes by Marc Jacobsohn, is a registered financial professional currently at FIRST LIBERTIES FINANCIAL located in Tampa, Florida.
Marc is registered as a RR (Registered Representative) and started their career in finance in 2019. Marc has worked at 4 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Marc Elliot Jacobsohn's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 30, 2025 - Present
FIRST LIBERTIES FINANCIAL
Office #1: 2915 N. Boulevard Suite A, Tampa, FL 33602August 23, 2024 - December 23, 2024
K CAPITAL LLC
July 28, 2022 - December 10, 2023
J.P. MORGAN SECURITIES LLC
September 16, 2019 - June 10, 2022
WELLS FARGO SECURITIES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/30/2025)
(9/30/2025)
Exams
Series 7TO
Date: 4/11/2025
General Securities Representative ExaminationSeries 79TO
Date: 9/16/2019
Investment Banking Registered Representative ExaminationFINRA
Current Firm
FIRST LIBERTIES FINANCIAL
CRD#: 14432 / SEC#: , 8-30673
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PELION FINANCIAL GROUP, INC. | OWNER | |
| BERGMAN, HILARY GUY | DIRECTOR, PRESIDENT, FINOP, AMLCO, & CHIEF COMPLIANCE OFFICER | 1834738 |
Disclosures
| Regulatory Event | 2 |
Red Flags
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