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Jarrod Jacobi
from Mw Investment Strategy
Jarrod Jacobi is a financial advisor based in California, El Dorado Hills,
with 29 years of experience. Jarrod currently works for
Mw Investment Strategy.
Jarrod maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State 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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Jarrod Jacobi works at Mw Investment Strategy
Mw Investment Strategy is a financial advisory firm based in El Dorado Hills, California. It currently has approximately $48,186,114 of assets under management and employs about 6 people. Mw Investment Strategy 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 Combined State Law Examination (S66)
Years registered
5 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4370 Town Center Blvd., Suite 220, El Dorado Hills, California, 95762
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