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Kurt Bradley Jacobsma

Jacobsma Financial

West Chester, OH

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Current Employers
Jacobsma Financial

West Chester, OH • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-10-18
  • OH RA
    APPROVED
    Since 2024-10-18

Branch Locations

West Chester, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Range Usa Blue Ash OH 04/2024 Present
Rsm Us, Llp Cincinnati OH 02/2020 09/2023
Deloitte & Touche, Llp Cincinnati OH 07/2017 02/2020
The Woods Oxford OH 08/2014 07/2017
Kurt Jacobsma (Self Employed) Wyoming OH 09/2023 04/2024
  • 04/2024 → Present
    Range Usa
    Blue Ash, OH
  • 02/2020 → 09/2023
    Rsm Us, Llp
    Cincinnati, OH
  • 07/2017 → 02/2020
    Deloitte & Touche, Llp
    Cincinnati, OH
  • 08/2014 → 07/2017
    The Woods
    Oxford, OH
  • 09/2023 → 04/2024
    Kurt Jacobsma (Self Employed)
    Wyoming, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-24
  • S65 Uniform Investment Adviser Law Examination
    2024-01-24

View on SEC IAPD

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