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Eric Jacobsen

Commonwealth Financial Network
33 Years of Experience
Mill Creek, WA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Eric Jacobsen is a registered investment advisor at Commonwealth Financial Network, based in Mill Creek, WA, with 33 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Commonwealth Financial Network
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

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

Location

15224 Main Street, Suite 200, Mill Creek, WA, 98012

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History

Regulatory History (1)
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.
Customer Dispute
March 2001
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric is the Owner and President of Seaway Financial, Inc. to facilitate securities, advisory, and insurance business, and also sells fixed insurance under the name 'Seaway Financial'. Eric also owns Jacobsen Development, LLC, a real estate holding company where the branch office operates.

Employment History
Current Registrations
Commonwealth Financial Network
May 2017 - Present · 9 yrs 5 mos
Commonwealth Financial Network
May 2017 - Present · 9 yrs 5 mos
Commonwealth Financial NetworkBroker
May 2017 - Present · 9 yrs 5 mos
Previous Registrations
Signator Investors, INC.
May 2016 - May 2017 · 1 yr
Signator Investors, INC.Broker
May 2016 - May 2017 · 1 yr
Transamerica Financial Advisors, INC.
March 1999 - May 2016 · 17 yrs 2 mos
Transamerica Financial Advisors, INCBroker
August 1993 - May 2016 · 22 yrs 9 mos
State Registrations21 states
AZCACODCFLHIIDMDMTNCNMNVNYOHORRITNTXUTWAWI
AdvisorBrokerBoth

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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