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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 currently registered with Citigroup Global Markets Inc. John has been in the financial services industry since March 19, 1995. John has experience in the following areas: Asset Allocation Advice, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals. Previous employers include CITICORP INVESTMENT SERVICES, CAL FED INVESTMENTS, THE ADVISORS GROUP, INC., MTL EQUITY PRODUCTS, INC., WASHINGTON SQUARE SECURITIES, INC., PAINEWEBBER INCORPORATED, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.
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.
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.
Asset allocation advice
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.
1
2
CA
05/29/2007 - Present
Citigroup Global Markets Inc. (Ventura CA)
CA
02/05/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (VENTURA CA)
CA
11/26/2001 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
MD
09/23/1999 - 11/15/2001
THE ADVISORS GROUP, INC. (BETHESDA MD)
AZ
05/13/1999 - 07/06/1999
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
CT
04/15/1997 - 12/10/1998
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
02/22/1995 - 11/14/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
09/07/1993 - 09/07/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/07/1993 - 09/07/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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