linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Jacobsen

Farmers Financial Solutions, LLC

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

About Jason Jacobsen

Jason Jacobsen is a financial advisor with Farmers Financial Solutions, LLC, in Phoenix, Arizona. Jason has been working in the financial services industry since 2001. Jason holds the Series 6, 7, 24, 26, 53, and 63 licenses. Jason also holds the SIE license and is registered with the state of Arizona. Jason has a strong track record of success in the financial services industry, and is committed to providing his clients with personalized financial advice.

Firm Information

Jason Jacobsen is currently registered with Farmers Financial Solutions, LLC. Farmers Financial Solutions, LLC is a Limited Liability Company formed in December 1999. The firm is registered in all 50 U.S. states and the District of Columbia and is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

2,991

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.

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.

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.

Jason Jacobsen’s Registration & Firm History

AZ

11/10/2015 - Present

Farmers Financial Solutions, LLC (PHOENIX AZ)

NM

01/24/2012 - 08/31/2012

ALLSTATE FINANCIAL SERVICES, LLC (SANTA FE NM)

OK

08/05/2002 - 04/08/2011

ALLSTATE FINANCIAL SERVICES, LLC (OKLAHOMA CITY OK)

CT

02/01/2001 - 05/06/2002

AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)

AZ

07/07/2000 - 08/22/2000

SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)

Not sure if Jason Jacobsen is right for you?

Licenses & Designations

BC

Issued 11/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/16/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/26/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Jacobsen. Review regulatory record here.
Not sure if Jason Jacobsen is right for you?