Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aric? Claim Your ProfileAric Jacobson is a financial advisor with Commonwealth Financial Network. Aric has over 20 years of experience in the financial services industry. Aric is a Certified Financial Planner® and holds the Series 6, 7, 63, and 65 licenses. Aric has previously worked for EF Legacy Securities, LLC, Sanders Morris Harris LLC, Capital Analysts, Incorporated, Robert Van Securities, Inc., Thomas F. White & Co., Incorporated, and Baraban Securities, Inc. Aric is committed to providing personalized financial advice to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/10/2020 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (EL SEGUNDO CA)
CA
06/11/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (CENTURY CITY CA)
OH
04/29/2002 - 12/31/2002
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CA
08/29/2000 - 07/24/2001
ROBERT VAN SECURITIES, INC. (OAKLAND CA)
CA
05/01/1996 - 10/27/1998
THOMAS F. WHITE & CO., INCORPORATED (SAN FRANCISCO CA)
CA
03/02/1994 - 05/14/1996
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BC
Issued 06/21/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/06/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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