Jason Raymond Jacobi
Investment adviser representative at Boyer Financial Services, Inc.
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$167MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Boyer Financial Services, Inc.Sep 2024 to now
- LPL Financial, LLCApr 2017 to Dec 2024
- Pacific Life Insurance CompanyNov 2015 to Apr 2017
- Pacific Select Distributors IncFeb 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Boyer Financial Services, Inc.
$167MAssets managed
226Clients
4Advisers
2 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
- 6281494
- Firm CRD
- 331868