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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jacobson is a financial advisor with over 30 years of experience in the industry. John is registered with Osaic Wealth, Inc. and has previously worked with Sagepoint Financial, Inc., LPL Financial LLC, CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Investors Group, Inc., UnionBanc Investment Services, LLC, Banc of America Investment Services, Inc., U.S. Bancorp Investments, Inc., Firstar Investment Services, INC., Pruco Securities Corporation, and Cigna Financial Advisors,INC. John is a Chartered Financial Consultant and holds Series 6, 7, 22, 63 and 66 licenses. John specializes in financial planning, portfolio management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
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CA
09/01/2023 - Present
Osaic Wealth, Inc. (VISTA CA)
CA
04/19/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (VISTA CA)
CA
04/09/2015 - 12/22/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
09/09/2013 - 11/21/2014
CUSO FINANCIAL SERVICES, L.P. (ENCINITAS CA)
CA
11/01/2011 - 09/09/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
CA
01/04/2010 - 09/13/2011
AMERICAN INVESTORS GROUP, INC. (SAN MARCOS CA)
CA
12/20/2006 - 03/09/2009
UNIONBANC INVESTMENT SERVICES, LLC (ESCONDIDO CA)
MA
06/24/2004 - 12/16/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MN
12/01/2001 - 06/01/2004
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
11/23/2001 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
NJ
01/14/1998 - 03/15/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
PA
10/23/1987 - 08/27/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 11/14/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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