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David Jacobson

10 Years of Experience
Scottsdale, AZ
Broker

David Jacobson is a registered investment advisor, based in Scottsdale, AZ, with 10 years of industry experience.

Location

9311 E Via De Ventura, Suite 105, Scottsdale, AZ, 85258

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

David is the Head of Investor Relations for IDX Advisors, LLC and IDX Insights, LLC, focusing on asset management and research respectively, dedicating full-time hours to these roles. He is also a consultant and owner of Ben Jacobson LLC, but spends no time on this activity.

Employment History
Current Registrations
Foreside Fund Services, LLCBroker
May 2022 - Present · 4 yrs
Idx Advisors
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Seedchange Execution Services INC.Broker
January 2019 - August 2019 · 7 mos
Longboard Asset Management
July 2014 - December 2017 · 3 yrs 5 mos
State Registrations51 states
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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.