Remy
Jacobson
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Remy Jacobson is a financial advisor based in Napa, California, working with United Planners' Financial Services Of America A Limited Partner. Remy has previously held positions at Ristorante Allegria, Jacobson Wealth Management, Elaine Bell Catering, Student, United Planners' Financial Services Of America A Limited Partner, Remy Jacobson, and Jacobson Wealth Management, Inc. Remy has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Remy is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Napa, California. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Remy Jacobson Work History
Jacobson Wealth Management, Inc
United Planners' Financial Services Of America A Limited Partner
Remy Jacobson
Jacobson Wealth Management
Jacobson Wealth Management
Ristorante Allegria
Elaine Bell Catering
Student
Disclosures
Please visit the SEC profile of Remy Jacobson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
