David
Jacobson
Idx Advisors
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About this Advisor
David Jacobson is a financial advisor who works out of Phoenix, Arizona, with 3 years of industry experience. Jacobson is currently employed by Idx Advisors. During their career, the advisor has held roles at Longboard Asset Management, Family Wealth Advisors, Northwestern Mutual Financial Network, Idx Advisors, LLC, Seedchange Execution Services and Foreside Fund Services, LLC. Jacobson holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Idx Advisors is a company based in Phoenix, AZ. It has $42 million in assets under management across its two accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Idx Advisors offers portfolio management for investment companies. Fees charged by financial advisors typically are based on the type of services. Fee types billed by Idx Advisors typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Idx Advisors Brokerage Details
$42,242,449
7
2
$21,121,224
Investment Advisory Services
- Portfolio management for investment companies
David Jacobson Work History
David has been registered as a financial advisor for 3 years.*
Foreside Fund Services, LLC
Idx Advisors, LLC
Seedchange Execution Services
Longboard Asset Management
Family Wealth Advisors
Northwestern Mutual Financial Network
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Jacobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Idx Advisors
Phoenix, AZ
Phoenix, AZ
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