JACOBSON & BREEN WEALTH MANAGEMENT, LLC
CRD #169401 SEC #801-78882 PETALUMA, CA (707) 595-6555
SEC Registered
Total AUM
$126M
Discretionary
$117M
Employees
5
Clients
11
Accounts
635
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 3, 2017
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | E | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| BREEN, BRIAN, JEFFERY | I | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
| JACOBSON, NOAH, BENJAMIN | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Jan 3, 2017 REGISTERED
Notice Filings (2)
CA TX
Address
200 KENTUCKY ST., 2ND FLOOR, SUITE CPETALUMA, CA 94952
United States
Phone: (707) 595-6555