Jeffrey L Jacobs
Investment adviser representative at Palisade Wealth Management
17 yearsExperience
2 statesRegistered in
$133.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Jacobs EquityMar 2009 to now
- Palisade Wealth ManagementSep 2008 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (CA, UT).
Palisade Wealth Management
Legal name: Jacobs Equity
$133.2MAssets managed
141Clients
3Advisers
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
- 5560484
- Firm CRD
- 147725