JJ
CFP
JJ
CFP

James Harlan Harol Jacobson

33 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,362 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$350K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees can be negotiated based on special circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

41 West Broad Street, Souderton, PA, 18964

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Girard Advisory Services, LLC
March 2015 - Present · 10 yrs 11 mos
Girard Investment Services, LLCBroker
August 2002 - Present · 23 yrs 6 mos
Previous Registrations
Univest Investments, INC.
November 2011 - January 2016 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
February 1994 - August 2002 · 8 yrs 6 mos
Investment Centers of America, INC.Broker
June 1992 - January 1994 · 1 yr 7 mos
State Registrations6 states
FLNJPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
James Harlan Harol Jacobson - Financial Advisor | TrueAdvisor