EJ
Eric Jacobsen
from Jacobsen Capital Management
Eric Jacobsen is a financial advisor based in Utah, Salt Lake City,
with 33 years of experience. Eric currently works for
Jacobsen Capital Management.
Eric maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Eric Jacobsen works at Jacobsen Capital Management
Jacobsen Capital Management is a financial advisory firm based in Salt Lake City, Utah. It currently has approximately $345,361,647 of assets under management and employs about 5 people. Jacobsen Capital Management uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
101 South 200 East, Suite 524, Salt Lake City, Utah, 84111
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