JJ
JJ

Jacquelyn Jacobson

1 Year of Experience
Commack, NY
1 DisclosureBrokerSells Insurance

Jacquelyn Jacobson is a registered investment advisor, based in Commack, NY, with 1 years of industry experience.

Location

354 Veterans Memorial Hwy, Suite 9, Commack, NY, 11725

Get directions

History

Regulatory History (1)
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.
Financial
August 2019
Final
Other Business ActivitiesSells Insurance

Jacquelyn is the owner and agent of Jacquelyn Jacobson's Insurance Agency, an insurance agency affiliated with State Farm. She dedicates about half of her time to servicing customers and supervising employees.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
October 2024 - Present · 1 yr 7 mos
State Farm Vp Management CORP.
October 2024 - Present · 1 yr 7 mos
State Farm Investment Management CORP.
September 2024 - Present · 1 yr 8 mos
State Registrations4 states
CTNJNYPA
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.