Alan David Jacobson

Current Employers

Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2026-04-23

NJ RA
APPROVED

Since 2026-04-23

Branch Locations

700 Delaware Avenue, Roebling, NJ 08554 • 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 Yes
Termination No

Employment History

Organization	City	State	From	To
Santander Bank Na	Cherry Hill	NJ	02/2015	01/2017
Santander Securities Llc	San Juan	PR	02/2015	01/2017
Citizens Securities, Inc.	Krewstown	NJ	01/2017	02/2019
Lincoln Financial Advisors, Inc	Cherry Hill	NJ	02/2019	08/2019
The Prudential Insurance Company Of America	Marlton	NJ	08/2019	04/2021
Pruco Securities, Llc	Marlton	NJ	08/2019	04/2021
Citizens Securities, Inc.	Columbus	NJ	04/2021	04/2026
Truist Investment Services, Inc	Roebling	NJ	04/2026	Present
Truist Advisory Services, Inc	Roebling	NJ	04/2026	Present

02/2015 → 01/2017

Santander Bank Na

Cherry Hill, NJ
02/2015 → 01/2017

Santander Securities Llc

San Juan, PR
01/2017 → 02/2019

Citizens Securities, Inc.

Krewstown, NJ
02/2019 → 08/2019

Lincoln Financial Advisors, Inc

Cherry Hill, NJ
08/2019 → 04/2021

The Prudential Insurance Company Of America

Marlton, NJ
08/2019 → 04/2021

Pruco Securities, Llc

Marlton, NJ
04/2021 → 04/2026

Citizens Securities, Inc.

Columbus, NJ
04/2026 → Present

Truist Investment Services, Inc

Roebling, NJ
04/2026 → Present

Truist Advisory Services, Inc

Roebling, NJ

Previous Registrations

2021-04-30 → 2026-04-27

Citizens Securities, Inc.

Bordentown, NJ

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

Conshohocken, PA

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

Robbinsville, NJ

East Windsor, NJ

Maple Shade, NJ

Moorestown, NJ

Columbus, NJ

Bordentown, NJ

Cherry Hill, NJ

West Trenton, NJ

Moorestown, NJ

Trenton, NJ

Chambersburg, NJ
2019-09-04 → 2021-04-29

Pruco Securities, Llc.

Marlton, NJ

Marlton, NJ
2019-02-21 → 2019-08-26

Osaic Fa, Inc.

Cherry Hill, NJ
2017-01-24 → 2019-02-12

Citizens Securities, Inc.

Plymouth Meeting, PA

Philadelphia, PA

Philadelphia, PA

Philadelphia, PA

Chesterland, OH

Conshohocken, PA
2015-02-26 → 2017-01-24

Santander Securities Llc

Hamilton Township, NJ

Princeton, NJ

Pennington, NJ

Pennsauken, NJ

Westmont, NJ

Lawrenceville, NJ

Cherry Hill, NJ

Villanova, PA

Palmyra, NJ

Trenton, NJ

Robbinsville, NJ

Toms River, NJ

Cherry Hill, NJ

Bethlehem, PA

Hamilton, NJ
2013-05-02 → 2015-02-12

M&T Securities, Inc.

Wayne, PA

Ridley Park, PA

Media, PA

Bensalem, PA

Paoli, PA

Buffalo, NY
2013-02-08 → 2013-04-26

Lpl Financial Llc

Sayreville, NJ

East Windsor, NJ

Marlboro, NJ

Toms River, NJ

Bayville, NJ

Sayreville, NJ

Freehold, NJ

Old Bridge, NJ

Matawan, NJ

Staten Island, NY

Spotswood, NJ
2010-07-19 → 2013-02-13

Wells Fargo Clearing Services, Llc

Ewing, NJ

Haddon Township, NJ

Trenton, NJ

Mercerville, NJ
2010-06-11 → 2010-07-13

Lpl Financial Llc

Fort Mill, SC

Lambertville, NJ
2008-03-31 → 2010-06-04

Pnc Wealth Management Llc

Lawrenceville, NJ

Ringoes, NJ

Ewing, NJ

Lambertville, NJ

Sergeantsville, NJ

West Windsor, NJ

Dayton, NJ

Sergeantsville, NJ

Lambertville, NJ

Ringoes, NJ

Pennington, NJ

Hopewell, NJ

Trenton, NJ

Ewing, NJ

Cranbury, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-03-29
S63	Uniform Securities Agent State Law Examination	2006-02-10

S66 Uniform Combined State Law Examination

2008-03-29
S63 Uniform Securities Agent State Law Examination

2006-02-10

Other Names

Alan David Jacobson
Alan D Jacobson

View on SEC IAPD