Ned Jacobson

Current Employers

Employment History

• 09/2011 → 08/2023
  Allstate Insurance Co
  Bothell, WA
• 01/2010 → 03/2023
  Shamrock Consulting Group
  Manhattan Beach, CA
• 06/2010 → 09/2025
  Sandler Partners
  Hermosa Beach, CA
• 04/2017 → 08/2018
  N3 Financial Consultants, Llc
  Tacom, WA
• 08/2018 → 09/2018
  N3 Financial Group
  Bothell, WA
• 08/2023 → Present
  Planmember Securities Corporation
  Carpinteria, CA
• 08/2023 → Present
  United Financial Nw, Llc
  Lake Oswego, OR
• 04/2010 → Present
  Ned Jacobson (Self Employed)
  Bellevue, WA

Previous Registrations

• 2012-05-09 → 2023-08-02
  Allstate Financial Advisors, Llc
  Tacoma, WA
  Tacoma, WA
  University Place, WA
• 2006-12-18 → 2009-12-15
  Thrivent Investment Management Inc.
  Huntington Beach, CA
  Lake Forest, CA
  Thousand Oaks, CA

Other Businesses

1) United Financial NW, LLC-16577 Boones Ferry Rd., Suite 200, Lake Oswego, OR 97035; Investment related; Securities & insurance sales & svcs; Partner, Team Member; Start date 8/2023; 160 hrs/mnth & during trading. 2) N3 Financial Group - 958 11th Ave NE, Unit W-2302, Bellevue, WA 98004; Noninvestment related; Entity used to capture corporate banking & tax advantages; Partner, Team Member; Start date 6/2016; 5 hrs/mnth & during trading. 3) Private Trombone Teacher dba Ned Jacobson - 958 11th Ave NE, Unit W-2302, Bellevue, WA 98004; Noninvestment related; teaches private trombone lessons; Start date 4/2010; 6 hrs/mnth; 0 hrs/mnth during trading.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-16

Other Names

• Ned Jacobson
• Ned Allen Jacobson