Gregory Alan Jacobson

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 04/2000 → 07/2018
  Ameriprise Financial Services, Inc.
  Red Bank, NJ
• 07/2018 → 07/2022
  National Securities Corp
  Red Bank, NJ
• 07/2018 → 07/2022
  National Asset Management
  Red Bank, NJ
• 07/2022 → 07/2023
  B. Riley Wealth Management
  Red Bank, NJ
• 07/2022 → 07/2023
  B. Riley Wealth Advisors, Inc.
  Memphis, TN
• 07/2023 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2023 → Present
  Pick & Roll Wealth Management And Transfer
  Red Bank, NJ

Previous Registrations

• 2018-07-12 → 2023-07-31
  B. Riley Wealth Advisors, Inc.
  Red Bank, NJ
• 2002-07-30 → 2018-07-10
  Ameriprise Financial Services, Llc
  Edison, NJ
  Red Bank, NJ
  Red Bank, NJ

Other Businesses

1. Fixed insurance sales; as of 07/28/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner of rental property located in Boynton Beach, FL, as of 02/01/2026; 0% time spent during business hours; Not conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2000-04-12
• S63 Uniform Securities Agent State Law Examination
  1996-05-15

Designations

• Certified Financial Planner