Phil
Jacobson

Lpl Financial LLC

CRD#4172462
Investment Advisor
in Denver, CO
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About this Advisor

Phil Jacobson is a certified financial planner who works in Denver, Colorado, who has 11 years in the industry. Jacobson currently works for Lpl Financial LLC. Throughout their career, Jacobson has worked at Axa Advisors LLC, Sii Investments Inc and Lpl Financial LLC. Jacobson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado, Connecticut, Hawaii, Kansas, Montana, North Carolina, Washington, Wyoming, Texas, Oklahoma and South Dakota. Lpl Financial LLC is a registered investment firm that has its headquarters in Denver, Colorado. The investment advisory business has offices in 8,011 locations and a total of 22,703 people on staff. It oversees $153 billion in total assets among its 680,466 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 899 charitable organizations. Of its 680,466 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in investable assets. Lpl Financial LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely depend on which services are provided. Fee types billed by Lpl Financial LLC can consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3773 Cherry Creek Dr North Suite 780
Denver, CO 80209

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

CO Average: $16,012,751,954
Total Number of Employees

22,790

CO Average: 118
Total Number of Accounts

786,525

CO Average: 4,567
Average Account Size

$202,281

CO Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Phil Jacobson Work History

Phil has 11 years of experience.

2018 - Present (1 year)

Lpl Financial LLC

2009 - 2018 (9 years)

Sii Investments Inc

2007 - 2009 (2 years)

Axa Advisors LLC

Disclosures

Phil Jacobson has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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