Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jacobi is a financial advisor with over 10 years of experience in the industry. Jason is registered with LPL Financial LLC and Boyer Financial Services, Inc. Jason holds several licenses and certifications, including Series 6, 7, 24, 63, and 65, as well as the SIE exam. Jason specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Jason is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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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2
CA
07/26/2018 - Present
LPL Financial LLC (NEWPORT BEACH CA)
CA
02/06/2014 - 04/04/2017
PACIFIC SELECT DISTRIBUTORS, LLC (NEWPORT BEACH CA)
IA
Issued 06/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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