McKenna Jacobsen has been an investment adviser representative at Net Worth Advisory Group since March 2020, and is not listed among the firm’s executive officers or direct owners.
Net Worth Advisory Group, LLC is a Sandy, UT firm with $838M under management, 862 clients and 13 advisers in one office, as of its March 2026 filing.
- – present · 6 yearsSandy, UT · Adviser representative · Firm CRD 126983
Investment adviser representative registrations
McKenna Jacobsen is registered as an investment adviser representative in Utah, since March 2020.
- UtahSince 17 March 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 March 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- McKenna Shawn Jacobsen
- CRD
- 7198367
- Firm
- Net Worth Advisory Group · CRD 126983
- Office
- 75 W. TOWNE RIDGE PARKWAY, SUITE 460, Sandy, UT 84070
- Registration
- Investment adviser registration
- In the industry since
- March 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does McKenna Jacobsen work?
McKenna Jacobsen is an investment adviser representative registered through Net Worth Advisory Group, LLC since March 2020, and is not listed among the firm’s executive officers or direct owners.
Is McKenna Jacobsen a financial advisor?
Yes. McKenna Jacobsen has a current investment-adviser registration in Utah, through Net Worth Advisory Group since March 2020.
How many years of experience does McKenna Jacobsen have?
McKenna Jacobsen has 6 years in the financial industry, since March 2020, across 1 adviser firm.
What exams has McKenna Jacobsen passed?
McKenna Jacobsen passed the Series 65 in March 2020.
Where is McKenna Jacobsen based?
McKenna Jacobsen’s registered office is in Sandy, UT.
Is McKenna Jacobsen registered with FINRA?
No. McKenna Jacobsen has no current broker registration.
How can I verify McKenna Jacobsen’s record?
Search CRD 7198367 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes McKenna Jacobsen’s full registration record.
