linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Harlan harol Jacobson

Girard Advisory Services, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Harlan harol Jacobson

James Jacobson is a financial advisor registered with Girard Advisory Services, LLC in Souderton, Pennsylvania. James has been in the financial industry since 1992. James holds a Certified Financial Planner designation. James is licensed in Pennsylvania and four other states.

Firm Information

James Jacobson is currently registered with Girard Advisory Services, LLC. Girard Advisory Services, LLC is a Pennsylvania-based corporation that has been providing advisory services since 1995. The firm offers a variety of services including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisers. Girard Advisory Services, LLC manages approximately $2.3 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth. The firm is headquartered in King of Prussia, Pennsylvania.
Girard Advisory Services, LLC

555 CROTON ROAD

KING OF PRUSSIA, PA 19406

$2.33B

Assets Under Management

Not reported

Total Clients

50

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Jacobson’s Registration & Firm History

PA

03/16/2015 - Present

Girard Advisory Services, LLC (SOUDERTON PA)

TX

02/08/1994 - 08/21/2002

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

WI

06/10/1992 - 01/17/1994

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

Not sure if James Harlan harol Jacobson is right for you?

Licenses & Designations

IA

Issued 12/13/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/17/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/08/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Harlan harol Jacobson.
Not sure if James Harlan harol Jacobson is right for you?