Remy Abraham Jacobson

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2019 → 04/2021
  Ristorante Allegria
  Napa, CA
• 04/2018 → Present
  Jacobson Wealth Management
  Napa, CA
• 06/2018 → 12/2018
  Elaine Bell Catering
  Napa, CA
• 06/2010 → 05/2023
  Student
  Napa, CA
• 08/2020 → Present
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 08/2020 → 06/2022
  Jacobson Wealth Management
  Napa, CA
• 12/2020 → Present
  Remy Jacobson
  Napa, CA
• 07/2023 → Present
  Jacobson Wealth Management, Inc
  Napa, CA
• 06/2026 → Present
  Tax Alpha
  Napa, CA

Other Businesses

1.) NAPA VALLEY COLLEGE - INSTRUCTOR - TEACHING/COACHING - NAPA, CA - SINCE 03/2022 - INVESTMENT RELATED 2.) REMY JACOBSON - INSURANCE AGENT - NON-VARIABLE INSURANCE - NAPA, CA - SINCE 12/2020 - INVESTMENT RELATED 3.) JACOBSON WEALTH MANAGEMENT - VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - NAPA, CA - SINCE 08/2020 - INVESTMENT RELATED 4.) JACOBSON WEALTH MANAGEMENT, INC - VICE PRESIDENT - PAYROLL - NAPA, CA - SINCE 07/2023 - NOT INVESTMENT RELATED 5.) JACOBSON TAX - CEO/PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - NAPA, CA - SINCE 05/2026 - NOT INVESTMENT RELATED 6.) TAX ALPHA - CEO SOFTWARE PROVIDER - NAPA, CA - SINCE 06/2026 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2020-08-07

Other Names

• Remy Jacobson