Jeffrey Jacobs has been Managing Member / CCO of Jacobs Equity since June 2008, is a control person of the firm and directly owns 75% or more of it. Jeffrey Jacobs holds a Law degree from Stanford Law School, a Master's degree in mechanical engineering from Stanford University and a BS in mechanical and aerospace engineering from Utah State University.
Jacobs Equity is a Draper, UT firm with $133M under management, 141 clients and 3 advisers across 3 offices, as of its April 2026 filing.
Jeff Jacobs is Principal and Investment Advisor of Palisade Wealth Management, based in Draper, Utah. He founded the firm, formerly Jacobs Equity, in 2008. Before that he began his legal career in the Silicon Valley office of Pillsbury Winthrop, where he represented clients in tax, estate planning, business, litigation and intellectual property matters.
- Palisade Wealth ManagementCurrent– present · 18 yearsDraper, UT · Adviser representative · Firm CRD 147725
Investment adviser representative registrations
Jeffrey Jacobs is registered as an investment adviser representative in 2 states. Each was approved in September 2008.
- CaliforniaSince 29 September 2008
- UtahSince 29 September 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jeffrey L Jacobs
- CRD
- 5560484
- Firm
- Jacobs Equity · CRD 147725
- Role
- Managing Member / CCO
- Office
- 12231 S 900 E, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- September 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- palisadeadvisor.com
Where does Jeffrey Jacobs work?
Jeffrey Jacobs has been Managing Member / CCO of Jacobs Equity since June 2008, and is a control person of the firm.
Is Jeffrey Jacobs a financial advisor?
Yes. Jeffrey Jacobs has a current investment-adviser registration in California and Utah, through Jacobs Equity since September 2008.
How many years of experience does Jeffrey Jacobs have?
Jeffrey Jacobs has 18 years in the financial industry, since September 2008, across 1 adviser firm.
What exams has Jeffrey Jacobs passed?
Jeffrey Jacobs passed the Series 65 in May 2008.
Where is Jeffrey Jacobs based?
Jeffrey Jacobs’ registered office is in Draper, UT.
Is Jeffrey Jacobs registered with FINRA?
No. Jeffrey Jacobs has no current broker registration.
How can I verify Jeffrey Jacobs’ record?
Search CRD 5560484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeffrey Jacobs’ full registration record.