Eric Michael Jacobsen
Chief Executive Officer at Jacobsen Capital Management LLC
Profile
Mr. Eric M.
Jacobsen is a Managing Member & Chief Compliance Officer at Jacobsen Capital Management LLC.
He is also the founder and principal of the firm.
Before starting JCM, Mr. Jacobsen was a registered representative for both Equity Service, Inc (1999-2001) and The MONY Group (1990-1999).
During his tenure at the MONY Group, he also had other responsibilities in addition to being a Registered Representative.
He was a Sales Manager (1994-1996), Regional Director (1997-1998), Managing Director (1998-1999).
He also was the branch manager and office supervisor for Equity Service, Inc. (1999-2001).
Each of these responsibilities involved the recruiting, training, and supervising of other Registered Representatives.
He received his B.S.
in Economics degree from the University of Utah.
Eric Michael Jacobsen active positions
Companies | Position | Start |
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Jacobsen Capital Management LLC
Jacobsen Capital Management LLC Investment ManagersFinance Jacobsen Capital Management LLC (JCM) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Eric Jacobsen in 2001. JCM provides advice to individuals, trusts, foundations, and retirement plans. | Chief Executive Officer | 2000-12-31 |
Training of Eric Michael Jacobsen
University of Utah | Undergraduate Degree |
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Private companies | 1 |
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Jacobsen Capital Management LLC
Jacobsen Capital Management LLC Investment ManagersFinance Jacobsen Capital Management LLC (JCM) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Eric Jacobsen in 2001. JCM provides advice to individuals, trusts, foundations, and retirement plans. | Finance |
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