Brad Jacobson
Brad Jacobson is a registered investment advisor at Oliver Luxxe Assets LLC, based in Gladstone, NJ, with 23 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLA offers investment management services for an annual fee based on the amount of assets managed. This fee varies from 0.30% to 1.00% for fixed income accounts and 0.75% to 2.00% for equity accounts. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.
Location
10 Lackawanna Ave, Suite 9, Gladstone, NJ, 07934
Get directionsHistory
Regulatory History (12)
Customer Dispute
December 2011Customer Dispute
July 2011Customer Dispute
July 2011Customer Dispute
June 2011Customer Dispute
May 2011Customer Dispute
October 2009Customer Dispute
June 2009Customer Dispute
May 2009Customer Dispute
December 2008Customer Dispute
August 2005Customer Dispute
April 2003Customer Dispute
April 2002Other Business Activities
Brad is a trustee for the Jacobson Family Trust, dedicating minimal time. He also assists his wife with accounting and operations for Poe Yoga LLC, a hot yoga studio.
Employment History
Current Registrations
Oliver Luxxe Assets LLC
Previous Registrations
UBS Financial Services INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
RBC Dain Rauscher INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.