Eric Jacobsen has been Principal of Jacobsen Capital Management since March 1996, is a control person of the firm and directly owns between 50% and 75% of it.
Jacobsen Capital Management, LLC is a Salt Lake City, UT firm with $563M under management, 118 clients and 2 advisers in one office, as of its March 2026 filing.
Eric Jacobsen’s longest registration is the current one, 29 years at Jacobsen Capital Management since 1997.
- Goalen Financial Advisors– · 2 yearsSalt Lake City, UT · Adviser representative · Firm CRD 289497
- Jacobsen Capital ManagementCurrent– present · 29 yearsSalt Lake City, UT · Adviser representative · Firm CRD 116085
Investment adviser representative registrations
Eric Jacobsen is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 1997; the most recent is Texas, in July 2024.
- ArizonaSince 12 July 1999
- TexasResidentSince 17 July 2024
- UtahSince 28 May 1997
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 25 November 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 December 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 December 1991 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 1991 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Eric Michael Jacobsen
- CRD
- 2155456
- Firm
- Jacobsen Capital Management · CRD 116085
- Role
- Principal
- Office
- 101 SOUTH 200 EAST, SUITE 524, Salt Lake City, UT 84111
- Registration
- Investment adviser registration
- In the industry since
- May 1997
- Disciplinary history
- Not yet shown here · SEC record
Where does Eric Jacobsen work?
Eric Jacobsen has been Principal of Jacobsen Capital Management, LLC since March 1996, and is a control person of the firm.
Is Eric Jacobsen a financial advisor?
Yes. Eric Jacobsen has a current investment-adviser registration in Arizona, Texas and Utah, through Jacobsen Capital Management since May 1997.
How many years of experience does Eric Jacobsen have?
Eric Jacobsen has 29 years in the financial industry, since May 1997, across 2 adviser firms.
What exams has Eric Jacobsen passed?
Eric Jacobsen has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in October 1991.
Where is Eric Jacobsen based?
Eric Jacobsen’s registered office is in Salt Lake City, UT.
Is Eric Jacobsen registered with FINRA?
No. Eric Jacobsen has no current broker registration.
How can I verify Eric Jacobsen’s record?
Search CRD 2155456 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eric Jacobsen’s full registration record.
- Michael BrownPartner/CCO
- Amy JacobsenMember