Eric Michael Jacobsen

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:

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

Current Employers

Employment History

• 02/2002 → Present
  Jacobsen Capital Management
  Salt Lake City, UT
• 08/2017 → 12/2019
  Goalen Financial Advisors, Llc
  Salt Lake City, UT

Previous Registrations

• 2017-09-08 → 2019-12-31
  Goalen Financial Advisors
  Salt Lake City, UT

Other Businesses

1. 242 RIVERHAWK LLC; NON-INVESTMENT RELATED BUSINESS. PROVIDENCE, UT; RENTAL PROPERTY MANAGEMENT; OWNER; AUGUST 2022; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING. 2. 1729 WATERCRESS, LLC. NON-INVESTMENT RELATED BUSINESS; GILBERT, AZ; RENTAL PROPERTY MANAGEMENT; OWNER; 2018; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING. 3. 2134 KENSINGTON AVE, LLC; NON-INVESTMENT RELATED BUSINESS; SALT LAKE CITY, UT; RENTAL PROPERTY MANAGEMENT; 2017; OWNER; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING 4. 2169 CRYSTAL AVE, LLC; NON-INVESTMENT RELATED BUSINESS; SALT LAKE CITY, UT; RENTAL PROPERTY MANAGER; 2016; OWNER; 2-5 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING 5. TRUSTEE ON FAMILY ACCOUNT; NON-INVESTMENT RELATED; UTAH; TRUSTEE; 2014; LESS THAN 5 HOURS PER MONTH; 0HRS/MONTH DURING SECURITIES TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-18
• S63 Uniform Securities Agent State Law Examination
  1991-12-06

Other Names

• Eric M Jacobsen