JACOBS EQUITY
Legal name: PALISADE WEALTH MANAGEMENT
CRD #147725 SEC #801-131649 DRAPER, UT 650-387-3808
SEC Registered
Total AUM
$111.7M
Discretionary
$111.7M
Employees
3
Clients
0
Accounts
137
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JACOBS, JEFF | I | CCO | E | Control |
| JACOBS, JEFFREY, L | I | MANAGING MEMBER / CCO | E | Control |
| JACOBS, JEFFREY, L | I | MANAGING MEMBER / CCO | E | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (4)
CA CO TX UT
Address
12231 S 900 EDRAPER, UT 84020
United States
Phone: 650-387-3808