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CFP
GJ
CFP

Gregory Jacobson

Commonwealth Financial Network
28 Years of Experience
Red Bank, NJ
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Gregory Jacobson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Red Bank, NJ, with 28 years of industry experience. Gregory 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

212 Maple Avenue, Red Bank, NJ, 07701

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History

Regulatory History (2)
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
November 2020
Settled
Customer Dispute
October 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gregory sells fixed insurance, dedicating about 10-20% of his time to this activity. This activity is investment-related and conducted at a branch location.

Employment History
Current Registrations
Commonwealth Financial Network
July 2023 - Present · 3 yrs 3 mos
Commonwealth Financial Network
July 2023 - Present · 3 yrs 3 mos
Commonwealth Financial NetworkBroker
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
B. Riley Wealth ManagementBroker
July 2022 - July 2023 · 1 yr
B. Riley Wealth Advisors, INC.
July 2018 - July 2023 · 5 yrs
National Securities CorporationBroker
July 2018 - July 2022 · 4 yrs
Ameriprise Financial Services, INC.
July 2002 - July 2018 · 16 yrs
Ameriprise Financial Services, INC.Broker
May 2000 - July 2018 · 18 yrs 2 mos
Ids Life Insurance CompanyBroker
May 2000 - July 2006 · 6 yrs 2 mos
Painewebber IncorporatedBroker
May 1996 - May 1998 · 2 yrs
State Registrations7 states
FLMDNJNYSCVAWA
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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