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Kristin Kay Jacobson

Wealthspire Retirement Advisory

Bethesda, MD

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-08-22
NC RA APPROVED 2024-08-22
VA RA APPROVED 2024-08-22
  • MD RA
    APPROVED
    Since 2024-08-22
  • NC RA
    APPROVED
    Since 2024-08-22
  • VA RA
    APPROVED
    Since 2024-08-22

Branch Locations

6903 Rockledge Dr 14Th Floor, Bethesda, MD 20817 • United States

120 Vantis Suite 400, Aliso Viejo, CA 92656 • 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
Nfp Retirement, Inc. Aliso Viejo CA 05/2024 10/2025
First Western Trust And Bank Denver CO 08/2012 04/2024
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 05/2024 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 08/2012 → 04/2024
    First Western Trust And Bank
    Denver, CO
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-22
S63 Uniform Securities Agent State Law Examination 1996-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-08-22
  • S63 Uniform Securities Agent State Law Examination
    1996-08-16
Other Names
  • Kris Jacobson

View on SEC IAPD

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Other Offices

LGG FINANCIAL · BETHESDA, MD
BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
GOLDEN WEALTH STRATEGIES · Bethesda, MD

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