RIA Intelligence

JACOBSEN FINANCIAL SERVICES, LLC

Legal name: JACOBSEN FINANCIAL SERVICES

CRD #312838 SEC #801-120580 SALT LAKE CITY, UT 801-746-7171
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Utah
Fiscal Year End
NOVEMBER
Registration Date
--
Latest Filing
Apr 30, 2021
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
JACOBSEN, AMYIMEMBERD
JACOBSEN, AMYIMEMBERD
JACOBSEN, AMYIMEMBERD
JACOBSEN, AMYIMEMBERD
JACOBSEN, ERIC, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
JACOBSEN, ERIC, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
JACOBSEN, ERIC, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control
JACOBSEN, ERIC, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Apr 30, 2021 REGISTERED

Notice Filings (1)

UT

Address

101 SOUTH 200 EAST
SUITE 524
SALT LAKE CITY, UT 84111
United States
Phone: 801-746-7171