John Jacobson

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2015 → 04/2017
  Lpl Financial
  San Diego, CA
• 12/2016 → 04/2017
  Wealth Preservation Group
  San Diego, CA
• 04/2017 → Present
  Sagepoint Financial, Inc.
  Oceanside, CA
• 09/2023 → Present
  Osaic Wealth, Inc.
  Vista, CA

Previous Registrations

• 2017-04-19 → 2023-09-01
  Osaic Services, Inc.
  Vista, CA
• 2015-04-09 → 2016-12-22
  Lpl Financial Llc
  San Diego, CA
• 2013-09-09 → 2014-11-21
  Cuso Financial Services, L.P.
  Carlsbad, CA
  San Diego, CA
  Encinitas, CA
• 2011-11-15 → 2013-09-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA
  San Diego, CA
  San Diego, CA
  Carlsbad, CA
• 2006-12-20 → 2009-03-09
  U.S. Bancorp Advisors, Llc
  Escondido, CA
• 2006-04-26 → 2006-12-16
  Banc Of America Investment Services, Inc.
  San Diego, CA
  Boston, MA

Other Businesses

ADVANCED FINANCIAL SOLUTIONS POSITION: Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 04/17/2017 ADDRESS: 122 Civic Center Dr., Suite 103, Vista CA 92084, United States DESCRIPTION: Life Insurance Agent

Exams

• S66 Uniform Combined State Law Examination
  2011-11-14
• S63 Uniform Securities Agent State Law Examination
  1987-09-17

Designations

• Chartered Financial Consultant

Other Names

• John S Jacobson
• John Steven Jacobson