James
Jacobson

Girard Advisory Services, LLC

CRD#2227261
Investment Advisor
in Souderton, PA

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

41 West Broad Street
Souderton, PA 18964

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Girard Advisory Services, LLC Brokerage Details

Total Assets Under Management

$2,333,655,591

PA Average: $15,833,994,310
Total Number of Employees

57

PA Average: 41
Total Number of Accounts

4,622

PA Average: 3,342
Average Account Size

$504,902

PA Average: $4,737,880

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

2015 - Present (9 years)

Girard Advisory Services, LLC F/K/A Girard Partners, LTD

2002 - Present (22 years)

Girard Investment Services, LLC F/K/A Univest Investments, Inc

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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

Timothy Ellis
King Of Prussia, PA
Angela Yang
King Of Prussia, PA
Cathy Rahab
King Of Prussia, PA
Jordan Sowhangar
Souderton, PA
David Devita
Doylestown, PA
Pawel Durka
King Of Prussia, PA
Kelly Regan
King Of Prussia, PA
Emily Safford
King Of Prussia, PA

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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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.

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