Robert Jacobs

Current Employers

White Pine Financial Llc

Draper, UT • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-04-02
UT	RA	APPROVED	2019-10-10

TX RA
APPROVED_RES

Since 2020-04-02
UT RA
APPROVED

Since 2019-10-10

Branch Locations

Draper, UT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Juniper Consulting Group	Draper	UT	08/2009	Present
Jacobs Equity Dba Palisade Wealth Management	Draper	UT	07/2008	06/2024
White Pine Financial	Draper	UT	09/2019	Present
Optum Services, Inc.	Minnetonka	MN	02/2020	09/2023

08/2009 → Present

Juniper Consulting Group

Draper, UT
07/2008 → 06/2024

Jacobs Equity Dba Palisade Wealth Management

Draper, UT
09/2019 → Present

White Pine Financial

Draper, UT
02/2020 → 09/2023

Optum Services, Inc.

Minnetonka, MN

Previous Registrations

2008-09-29 → 2024-07-24

Palisade Wealth Management

Draper, UT

Other Businesses

JUNIPER CONSULTING GROUP; NOT INVESTMENT RELATED; PO BOX 1553, DRAPER, UT 84020; SOFTWARE CONSULTING; MANAGING PARTNER; START DATE 08/2009; 5-10 HOURS PER MONTH OF WHICH 5 ARE DURING TRADING HOURS; DUTIES INCLUDE SOFTWARE CONSULTING SERVICES.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-05-31

S65 Uniform Investment Adviser Law Examination

2008-05-31

View on SEC IAPD