Profil
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.
Postes actifs de Eric Michael Jacobsen
| Sociétés | Poste | Début |
|---|---|---|
Jacobsen Capital Management LLC
Jacobsen Capital Management LLC Investment ManagersFinance Jacobsen Capital takes an active approach to managing their client’s assets. The firm uses a variety of investment vehicles to build client portfolios including mutual funds, ETF/ETN products, separately managed accounts, individual stocks and bonds and any other widely available securitized product. | Directeur Général | 01/01/2001 |
Formation de Eric Michael Jacobsen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Utah
University of Utah Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Jacobsen Capital Management LLC
Jacobsen Capital Management LLC Investment ManagersFinance Jacobsen Capital takes an active approach to managing their client’s assets. The firm uses a variety of investment vehicles to build client portfolios including mutual funds, ETF/ETN products, separately managed accounts, individual stocks and bonds and any other widely available securitized product. | Finance |
















