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Franklin Jacobsen

Jacobsen Capital Management

Salt Lake City, UT

CRD 8258905

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Employer firm

Jacobsen Capital Management CRD 116085

$563M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Jacobsen Capital Management

101 South 200 East Suite 524, Salt Lake City, UT 84111 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2026-05-04
TX RA APPROVED 2026-05-01
  • UT RA
    APPROVED
    Since 2026-05-04
  • TX RA
    APPROVED
    Since 2026-05-01

Branch Locations

101 South 200 East Suite 524, Salt Lake City, UT 84111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jacobsen Capital Management Salt Lake City UT 08/2022 04/2026
North Point Development Holladay UT 04/2021 06/2021
Unemployed Provo UT 04/2016 06/2021
Jacobsen Capital Management Salt Lake City Utah UT 04/2026 Present
Unemployed Salt Lake City Utah UT 06/2021 08/2022
  • 08/2022 → 04/2026
    Jacobsen Capital Management
    Salt Lake City, UT
  • 04/2021 → 06/2021
    North Point Development
    Holladay, UT
  • 04/2016 → 06/2021
    Unemployed
    Provo, UT
  • 04/2026 → Present
    Jacobsen Capital Management
    Salt Lake City Utah, UT
  • 06/2021 → 08/2022
    Unemployed
    Salt Lake City Utah, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-07
  • S65 Uniform Investment Adviser Law Examination
    2026-04-07

View on SEC IAPD

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