Miguel Jacobo is a registered investment advisor at D.A. Davidson & CO., based in Encino, CA, with 5 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B 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.
Location
16130 Ventura Blvd, Suite 460, Encino, CA, 91436
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Ameriprise Financial Services, LLC.
Ameriprise Financial Services, LLCBroker
State Registrations21 states
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