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Franklin Jacobsen

Investment adviser representative at Jacobsen Capital Management in Salt Lake City, UT

Investment adviser registrationUpdated

Franklin Jacobsen is an investment adviser representative at Jacobsen Capital Management, LLC, an investment adviser managing $563M, and works from its Salt Lake City, UT office. Franklin Jacobsen has been registered through Jacobsen Capital Management since 1 May 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Franklin Jacobsen has been an investment adviser representative at Jacobsen Capital Management since May 2026, and is not listed among the firm’s executive officers or direct owners.

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.

  1. Jacobsen Capital ManagementCurrent
    – present · under a year
    Salt Lake City, UT · Adviser representative · Firm CRD 116085

Credentials and registrations

Investment adviser representative registrations

Franklin Jacobsen is registered as an investment adviser representative in 2 states. Each was approved in May 2026.

  • TexasSince 1 May 2026
  • UtahSince 4 May 2026

Examinations

Series 657 April 2026
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
8258905
Firm
Jacobsen Capital Management · CRD 116085
Office
101 SOUTH 200 EAST, SUITE 524, Salt Lake City, UT 84111
Registration
Investment adviser registration
In the industry since
April 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Franklin Jacobsen work?

Franklin Jacobsen is an investment adviser representative registered through Jacobsen Capital Management, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Franklin Jacobsen a financial advisor?

Yes. Franklin Jacobsen has a current investment-adviser registration in Texas and Utah, through Jacobsen Capital Management since May 2026.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Franklin Jacobsen have?

Franklin Jacobsen has 0 years in the financial industry, since April 2026, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

What exams has Franklin Jacobsen passed?

Franklin Jacobsen passed the Series 65 in April 2026.

Source: IAPD individual record, checked 24 October 2026

Where is Franklin Jacobsen based?

Franklin Jacobsen’s registered office is in Salt Lake City, UT.

Source: IAPD individual record, checked 24 October 2026

Is Franklin Jacobsen registered with FINRA?

No. Franklin Jacobsen has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Franklin Jacobsen’s record?

Search CRD 8258905 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Franklin Jacobsen’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Jacobsen Capital Management

Sources

  1. IAPD individual record, CRD 8258905, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Jacobsen Capital Management, LLC, filed 17 March 2026. Executive officers and direct owners; this person is not among them.
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