Shawn Jacobowitz
Shawn Jacobowitz is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Red Bank, NJ, with 30 years of industry experience. Shawn is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Contact
Shawn Jacobowitz
Location
331 Newman Springs Rd, Bldg 2, 3rd Fl, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2000Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Smith Barney INC.Broker
State Registrations12 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.
Exams
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