Jarrod
Jacobi
Van Hulzen Asset Management
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About this Advisor
Jarrod Jacobi is a financial advisor who works out of El Dorado Hills, California with 6 years of industry experience. Jacobi is an employee of Van Hulzen Asset Management. The advisor has gained experience at Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Van Hulzen Asset Management and Mw Investment Strategy. Jacobi holds Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in California. Van Hulzen Asset Management is a financial advisory business that has its headquarters in El Dorado Hills, CA. The investment advisory business has offices in four locations and a total of 19 financial advisors. It administers $2 billion in assets between its 2,222 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 26 charities and foundations. Of its 2,222 client accounts, 21% are held by high-net-worth clients who have more than $1 million in assets. Van Hulzen Asset Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and other services. Financial management fees typically are based on which services are provided. Fees billed by Van Hulzen Asset Management most likely are comprised of any combination of asset-based, hourly, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Van Hulzen Asset Management Brokerage Details
$1,464,847,702
19
2,222
$659,247
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Jarrod Jacobi Work History
Jarrod has been registered as a financial advisor for 6 years.*
Mw Investment Strategy
Van Hulzen Asset Management
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
*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 Jarrod Jacobi 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 Van Hulzen Asset Management
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
Shingle Springs, CA
El Dorado Hills, CA
El Dorado Hills, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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