Joan Jacobson Gilchrist

Employer firm

Oppenheimer & Co. Inc. CRD 249

$36.7B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2003 → Present
  Oppenheimer & Co. Inc.
  Coral Gables, FL

Previous Registrations

• 2003-04-15 → 2007-11-12
  Oppenheimer Asset Management
  New York, NY
• 1998-08-27 → 2003-01-03
  Cibc World Markets Corp.
  Chicago, IL

Other Businesses

1.Managing Partner and 44.36% owner of Gilchrist Jacobson LLC, a family investment partnership located at (residential address). Start Date: May 2001. Compensation: None. Time Commitment: ~10 hours per year. 2.Managing Partner and 25% owner of Jacobson Company LLC, General Partner of Jacobson Real Properties, L.P., a family-owned residential real estate firm, located at (residential address). Start date: November 2007. Compensation: None. Time commitment: ~One hour per week. 3.Secretary and Board Member, 4238 Dempster Building Corp., a family-owned real estate "C" corporation which owns residential townhome property located at (residential address). Compensation: None. Time Commitment: ~One hour per month. 4.Trustee, Joan's 2012 Dynasty Trust Dtd 9/10/12, a family trust located at (residential address). Start date: September 2012. Compensation: None. Interest in Trust: Primary beneficiary. Time Commitment: ~One hour per month. 5.Trustee, Joan's Dynasty Trust Dtd 01/16/2020, a family trust located at (residential address). Start date: January 2020. Compensation: None. Interest in Trust: Primary beneficiary. Time Commitment: ~One hour per month 6.Trustee, the Wilfred Jacobson Irrevocable Trust Dtd 2/13/97, a family insurance trust located at (residential address]. Start date: February 1997. Compensation: None. Interest in Trust: Residual Beneficiary. Ti me Commitment: ~One hour per three months. 7.Co-Trustee, the Wilfred Jacobson 1997 Trust, a family trust located at [residential address]. Start date: March 2017. Compensation: None. Interest in Trust: Residuary beneficiary. Time Commitment: ~One hour per three months. 8.Co-Trustee, the Dorothy Jacobson Exempt General Fund Trust, a family trust located at (residential address). Start date: March 2017. Compensation: None. Interest in Trust: Residuary beneficiary. Time Commitment: ~One hour per three months. 9.Power of Attorney to Wilfred Jacobson who resides at [residential address]. Start date: March 2006. Compensation: None. Time Commitment: Nominal, as needed. 10.TRUSTEE OF WILIFRED JACOBSON 1997 ESTATE TRUST DTD 2/13/97, A FAMILY TRUST LOCATED AT (RESIDENTIAL ADDRESS). START DATE: 1/12/23. COMPENSATION:NONE. INTEREST IN TRUST:BENEFICIARY. TIME COMMITTMENT: 6 HOURS PER YEAR

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-18
• S63 Uniform Securities Agent State Law Examination
  1981-04-30

Other Names

• Joan Jacobson Gilchrist
• Joan Louise Jacobson
• Joan Louise Gilchrist