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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2016-04-14 |
Branch Locations
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1030 Seminary St Ste A, Napa, CA 94559 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 03/2016 | Present |
| Jacobson Wealth Management & Insurance Services | Napa | CA | 06/2002 | Present |
| Jacobson Wealth Management Inc | Napa | CA | 01/2007 | Present |
| Project Graduation, Inc. | Napa | CA | 03/2016 | 09/2017 |
| Seminary Properties Llc | Napa | CA | 04/2007 | Present |
| Jacobson Wealth Management | Napa | CA | 01/2007 | Present |
| Richard Jacobson | Napa | CA | 05/2023 | 09/2024 |
| Seminary Properties Llc | Napa | CA | 04/2007 | Present |
| 1254 S Scenic Heights Drive, Prescott, Az 86303 | Prescott | AZ | 07/2023 | Present |
| Scenic Properties Llc | Prescott | AZ | 07/2023 | 05/2026 |
1.) SEMINARY PROPERTIES LLC - SOLE MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - NAPA, CA - SINCE 04/2007 - INVESTMENT RELATED 2.) JACOBSON WEALTH MANAGEMENT, INC - PRESIDENT - S-CORP - NAPA, CA - SINCE 01/2007 - NOT INVESTMENT RELATED 3.) JACOBSON WEALTH MANAGEMENT & INSURANCE SERVICES - INSURANCE AGENT - NON-VARIABLE INSURANCE - NAPA, CA - SINCE 06/2002 - NOT INVESTMENT RELATED 4.) JACOBSON WEALTH MANAGEMENT - DBA NAME FOR MARKETING PURPOSES ONLY - NAPA, CA - SINCE 01/2007 - INVESTMENT RELATED 5.) 1254 S SCENIC HEIGHTS DRIVE, PRESCOTT, AZ 86303 - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PRESCOTT, AZ - SINCE 07/2023 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-27 |
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