Steven Jay Jacobson
Investment adviser representative at Aldebaran Capital
12 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
Are you Steven Jay Jacobson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Aldebaran CapitalSep 2026 to now
- Steven J. Jacobson, LLCJan 2020 to now
- Indoor MediaApr 2026 to Jul 2026
- US Health AdvisorsDec 2025 to Apr 2026
- Union Capital Management Corp.Oct 2021 to Jul 2025
- Topaz Asset ManagementJul 2021 to Oct 2021
- Union Captial Management Corp.Jul 2021 to Sep 2021
- Jacobson LLCFeb 2021 to Jun 2021
- Advisor Resource CouncilOct 2019 to Feb 2021
- Ameriprise Financial Services, Inc.Sep 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (LA).
Aldebaran Capital
Legal name: Equity Assets, L.L.C.
$0Assets managed
0Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2291673
- Firm CRD
- 343811