Alan Jacobson is a registered investment advisor, based in Roebling, NJ, with 20 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold.
Location
700 Delaware Avenue, Roebling, NJ, 08554
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Regulatory History (1)
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Customer Dispute
May 2021Denied
Employment History
Current Registrations
Truist Advisory Services, INC.
April 2026 - Present · 6 mos
Truist Investment Services, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
Citizens Securities, INC.Broker
April 2021 - April 2026 · 5 yrs
Citizens Securities, INC.
April 2021 - April 2026 · 5 yrs
Prudential Financial Planning Services
September 2019 - April 2021 · 1 yr 7 mos
Pruco Securities, LLC.Broker
August 2019 - April 2021 · 1 yr 8 mos
Lincoln Financial Advisors Corporation
February 2019 - August 2019 · 6 mos
Lincoln Financial Advisors CorporationBroker
February 2019 - August 2019 · 6 mos
Citizens Securities, INC.
January 2017 - February 2019 · 2 yrs 1 mo
Citizens Securities, INC.Broker
January 2017 - February 2019 · 2 yrs 1 mo
Santander Securities
February 2015 - January 2017 · 1 yr 11 mos
Santander Securities LLCBroker
February 2015 - January 2017 · 1 yr 11 mos
M&t Securities, INC.Broker
May 2013 - February 2015 · 1 yr 9 mos
M&t Securities, INC.
May 2013 - February 2015 · 1 yr 9 mos
LPL Financial LLC
February 2013 - April 2013 · 2 mos
LPL Financial LLCBroker
February 2013 - April 2013 · 2 mos
Wells Fargo Advisors, LLCBroker
July 2010 - February 2013 · 2 yrs 7 mos
Wells Fargo Advisors, LLC
July 2010 - February 2013 · 2 yrs 7 mos
LPL Financial Corporation
June 2010 - July 2010 · 1 mo
LPL Financial CorporationBroker
June 2010 - July 2010 · 1 mo
PNC Investments
March 2008 - June 2010 · 2 yrs 3 mos
PNC InvestmentsBroker
February 2008 - June 2010 · 2 yrs 4 mos
David Lerner Associates, INC.Broker
January 2006 - February 2008 · 2 yrs 1 mo
State Registrations5 states
CADEFLNJPA
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.