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101 South 200 East Suite 524, Salt Lake City, UT 84111 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-17 |
| AZ | RA | APPROVED | 1999-07-12 |
| UT | RA | APPROVED | 1997-05-28 |
Branch Locations
101 South 200 East Suite 524, Salt Lake City, UT 84111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jacobsen Capital Management | Salt Lake City | UT | 02/2002 | Present |
| Goalen Financial Advisors, Llc | Salt Lake City | UT | 08/2017 | 12/2019 |
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;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-12-06 |
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