James
Jacobson
Girard Advisory Services, LLC
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About this Advisor
James Jacobson is a financial advisor based in Souderton, Pennsylvania, working with Girard Advisory Services, LLC. James has previously held positions at Girard Investment Services, LLC F/K/A Univest Investments, Inc, and Girard Advisory Services, LLC F/K/A Girard Partners, LTD. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Girard Advisory Services, LLC, which operates out of Souderton, Pennsylvania. The firm has 7 offices and 57 employees. The firm manages assets totaling $2.3 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Girard Advisory Services, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Girard Advisory Services, LLC Brokerage Details
$2,333,655,591
57
4,622
$504,902
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
James Jacobson Work History
Girard Advisory Services, LLC F/K/A Girard Partners, LTD
Girard Investment Services, LLC F/K/A Univest Investments, Inc
Disclosures
Please visit the SEC profile of James 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 Girard Advisory Services, LLC
Doylestown, PA
King Of Prussia, PA
Souderton, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
King Of Prussia, PA
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