Douglas Vernon Jacobson

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Sioux Falls, SD
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Sioux Falls, SD

Previous Registrations

• 2007-02-01 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Sioux Falls, SD
  St. Louis, MO
  Sioux Falls, SD

Other Businesses

FARM LAND; NON INVESTMENT RELATED; SIOUX FALLS, SD; 100% OWNERSHIP; START 7/10; 1 HR PER MONTH 0 DURING TRADING; MANAGE 160 ACRES OF FARM LAND. EAST SIDE LUTHERAN CHURCH; INVESTMENT RELATED; SIOUX FALLS,SD; START DATE 03/01/2012; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; MAKING SURE THE MONEY IN THE ENDOWMENT FUND IS MANAGED APPROPRIATELY.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-26
• S63 Uniform Securities Agent State Law Examination
  2000-03-23