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John Gregory Jacobson

Tl Private Wealth

Southlake, TX

San Luis Obispo, CA

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Current Employers
Tl Private Wealth

165 S Kimball Ave Suite 120, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-04-04
TX RA APPROVED 2018-10-17
  • CA RA
    APPROVED
    Since 2022-04-04
  • TX RA
    APPROVED
    Since 2018-10-17

Branch Locations

165 S Kimball Ave Suite 120, Southlake, TX 76092 • United States

890 Monterey St Suite A, San Luis Obispo, CA 93401 • 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
Td Ameritrade Omaha NE 01/2011 10/2018
Tl Private Wealth Southlake TX 10/2018 Present
  • 01/2011 → 10/2018
    Td Ameritrade
    Omaha, NE
  • 10/2018 → Present
    Tl Private Wealth
    Southlake, TX
Previous Registrations
  • 2011-01-21 → 2018-10-30
    Td Ameritrade, Inc.
    Omaha, NE
    Westlake, TX
    Plano, TX
  • 2011-01-21 → 2018-10-30
    Td Ameritrade Investment Management, Llc
    Plano, TX
    Fort Worth, TX
  • 2009-10-05 → 2011-01-03
    Chase Investment Services Corp.
    Plano, TX
    Dallas, TX
    Little Elm, TX
    Frisco, TX
  • 2008-06-26 → 2009-09-18
    Capital One Financial Advisors Llc
    Melville, NY
  • 2007-10-17 → 2008-06-26
    Capital One Investments, Llc
    New Orleans, LA
    Frisco, TX
    Dallas, TX
  • 2006-05-10 → 2007-08-08
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Santa Barbara, CA
  • 2006-01-01 → 2006-02-21
    Wells Fargo Investments, Llc
    Mission Viejo, CA
    Rancho Santa Margarita, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-22
  • S66 Uniform Combined State Law Examination
    2005-12-22

View on SEC IAPD

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PROPHET EQUITY MANAGEMENT II LLC
TABERNACLE EQUITY MANAGEMENT LLC

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SzeSze Fertitta
JOHN SCOTT WICKE
OWEN FRED GARTRELL
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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Southlake, TX
DOUBLE EAGLE CAPITAL MANAGEMENT LP · SOUTHLAKE, TX
PLANGUIDE FINANCIAL · SOUTHLAKE, TX
RIDGEWOOD WEALTH MANAGEMENT LLC · SOUTHLAKE, TX
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT LLC · SOUTHLAKE, TX
PROPHET EQUITY MANAGEMENT II LLC · SOUTHLAKE, TX
TABERNACLE EQUITY MANAGEMENT LLC · SOUTHLAKE, TX

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