Jason Raymond Jacobi

Current Employers

Employment History

• 02/2014 → 04/2017
  Pacific Select Distributors Inc
  Newport Beach, CA
• 11/2015 → 04/2017
  Pacific Life Insurance Company
  Newport Beach, CA
• 04/2017 → 12/2024
  Lpl Financial, Llc
  Huntington Beach, CA
• 09/2024 → Present
  Boyer Financial Services, Inc
  Newport Beach, CA

Previous Registrations

• 2017-06-21 → 2024-12-16
  Lpl Financial Llc
  Newport Beach, CA

Other Businesses

1. 11/20/2024 - Jason Jacobi is a For-Profit Board Member at Unbiased Inc.; Investment Related; Location: 32-38 SAFFRON HILL London, United Kingdom; Start date with business: 2022-10-21; Description: As a non-executive board member, he provides advisory input on the US RIA space to Unbiased Inc. via quarterly Zoom meetings. Responsibilities : he advises Unbiased Inc. on the US RIA space as a non-executive board member, with no decision-making or compensation. Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 1; Contact person: PIM PIERS; Website address: https://www.unbiased.com/. 2. 01/01/2026 - Present - Jason Jacobi is a Non-Profit Board Member at Pediatric Cancer Research Foundation; Non-Investment Related; Location: Irvine, California; Start date with business: 2026-01-01; Description: As a member of the Board of Directors, he participates in governance and strategic oversight of the organization. Responsibilities include contributing to the definition of the organization's vision, mission, and values; providing oversight of executive leadership; reviewing and approving annual budgets and financial reports; and supporting fundraising initiatives to provide grants for innovative treatments, family support programs, scholarship initiatives, and integrative therapies for children facing cancer. This role is charitable in nature and does not involve securities-related activities or investment advisory services. Responsibilities: Board governance, strategic planning input, financial oversight, and fundraising support. Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; Compensation: None; Contact person: Danielle Fragalla; Website address: https://www.pcrf-kids.org/

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-21
• S63 Uniform Securities Agent State Law Examination
  2017-04-10

Designations