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Steven Jacobson

Aldebaran Capital
32 Years of Experience
New Orleans, LA
6 Disclosures
View SEC Summary
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Steven Jacobson is a registered investment advisor at Aldebaran Capital, based in New Orleans, LA, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Aldebaran Capital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K+1.00%

Equities under $500K cost 0.50% to 1.00% annually; bonds under $500K cost 0.50% annually. Fees for assets over $500K are negotiable. Aldebaran Capital may waive the planning fee if you implement the plan through them.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1000 Iberville Street, New Orleans, LA, 70112

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History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2025
Final
Civil
September 2023
Final
Employment Separation After Allegations
January 2021
Financial
June 2020
Final
Customer Dispute
December 2019
Settled
Customer Dispute
July 2010
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Aldebaran Capital
September 2026 - Present · 1 mo
Previous Registrations
Union Capital Management CORP
October 2021 - July 2025 · 3 yrs 9 mos
Union Capital Management CORP
July 2021 - September 2021 · 2 mos
Topaz Asset Management
July 2021 - October 2021 · 3 mos
Advisor Resource Council
October 2019 - February 2021 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
September 2014 - October 2019 · 5 yrs 1 mo
Ameriprise Financial Services, INC.
September 2014 - October 2019 · 5 yrs 1 mo
Raymond James & Associates, INC.
February 2013 - September 2014 · 1 yr 7 mos
Raymond James & Associates, INC.Broker
February 2013 - September 2014 · 1 yr 7 mos
Morgan Keegan & Company, INC.
March 2004 - February 2013 · 8 yrs 11 mos
Morgan Keegan & Company, INC.Broker
March 2004 - February 2013 · 8 yrs 11 mos
UBS Financial Services INC.
September 2002 - April 2004 · 1 yr 7 mos
UBS Financial Services INC.Broker
August 2000 - April 2004 · 3 yrs 8 mos
J.C. Bradford & CO.Broker
September 1997 - August 2000 · 2 yrs 11 mos
Smith Barney INC.Broker
November 1992 - September 1997 · 4 yrs 10 mos
State Registrations1 state
LA
Advisor

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.

Exams
No exam information available for this advisor.
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