Carlton
Jacobson
Good Life Advisors, LLC
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About this Advisor
Carlton Jacobson is a financial advisor based in Plainwell, Michigan, working with Good Life Advisors, LLC. Carlton has previously held positions at Lpl Financial LLC, Good Life Advisors, LLC, and Lake Michigan Credit Union. Carlton has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Carlton is part of Good Life Advisors, LLC, which operates out of Plainwell, Michigan. The firm has 52 offices and 138 employees. The firm manages assets totaling $2.9 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, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Good Life Advisors, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
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Fee Structure
Office Location
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Good Life Advisors, LLC Brokerage Details
$2,896,014,017
138
16,544
$175,049
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
Lpl Financial LLC
Good Life Advisors, LLC
Lpl Financial LLC
Lake Michigan Credit Union
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.
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The content in this profile was updated by SmartAsset on 6/19/2024. 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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