Russell James Jacobson

Current Employers

Employment History

• 01/2006 → Present
  Cape Cod Financial Services
  Centerville, MA
• 01/2006 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales, as of 11/30/2005; less than 5% of time spent during business hours; conducted at branch location, investment related 2. R.J. Jacobson, Inc, President and sole owner of operating company for securities business under the DBA name Cape Cod Financial Services; as of 07/14/2006, 100% of time spent during business hours; conducted at branch location, investment related 3. Ack N' Back Realty Trust; Trustee of a trust used to purchase and hold branch office space in Nantucket; less than 5% of time spent during business hours; as of 02/19/2014, conducted at branch location, investment related 4. Co-owner, Ack N Bax Realty, LLC, an entity created for the purpose of buying and managing commercial real estate at 104 Pleasant Street, Suite 102 and 77 South Street, Hyannis, MA 02601 as of 01/16/2019; less than 1% time spent during business hours; Conducted at branch location; Investment related. 5. Co-president and co-owner of Sampson's Island Apparel Company, LLC, entity created to sell beach wear and accessories, as of 06/16/2017, 1% of time spent during business hours, Not investment related. Not conducted from branch location.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-02
• S63 Uniform Securities Agent State Law Examination
  1998-03-12