Richard Peter Jacobson
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2016 to now
- United Planners Financial ServicesMar 2016 to now
- Seminary Properties LLCApr 2007 to now
- Jacobson Wealth Management IncJan 2007 to now
- Jacobson Wealth Management & Insurance ServicesJun 2002 to now
- Scenic Properties LLCJul 2023 to May 2026
- Richard JacobsonMay 2023 to Sep 2024
- Project Graduation, inc.Mar 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn 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
- 4621881
- Firm CRD
- 20804