Remy Abraham Jacobson
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
16 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm 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 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
16 years in the industry.
- Tax AlphaJun 2026 to now
- Remy JacobsonDec 2020 to now
- United Planners' Financial Services of America a Limited PartnerAug 2020 to now
- Jacobson Wealth Management, IncApr 2018 to now
- Ristorante AllegriaApr 2019 to Apr 2021
- Elaine Bell CateringJun 2018 to Dec 2018
- StudentJun 2010 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 7242551
- Firm CRD
- 20804