Carlton
Jacobson
Good Life Advisors, LLC
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About this Advisor
Carlton Jacobson is a financial advisor operating out of Plainwell, Michigan with 4 years of industry experience. Jacobson currently works for Good Life Advisors, LLC. Jacobson has gained experience at Lpl Financial LLC, Good Life Advisors, LLC and Lake Michigan Credit Union. Jacobson has Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to work in Michigan. Good Life Advisors, LLC is an advisory business that has its headquarters in Reading, PA. The company has offices in 49 locations and a total of 129 financial advisors. It oversees $2 billion in assets under management among its 16,127 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 31 charitable organizations. Of its 16,127 customer accounts, just 7% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services typically vary depending on the type of services. Fee types billed by Good Life Advisors, LLC likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Good Life Advisors, LLC Brokerage Details
$2,380,975,431
129
16,127
$147,639
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Carlton Jacobson Work History
Carlton has been registered as a financial advisor for 4 years.*
Lpl Financial LLC
Good Life Advisors, LLC
Lpl Financial LLC
Lake Michigan Credit Union
*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 Carlton 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 Good Life Advisors, LLC
Reading, PA
Bridgeville, PA
Winter Springs, FL
Reading, PA
Plainwell, MI
Reading, PA
Reading, PA
Bridgeville, PA
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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