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Randy J
Series 63, Series 65
Huntington Beach, CA
ATIP, Inc
Randy Jacobson is the sole advisor at ATIP, Inc., an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. In addition to his advisory role since 2014, he owns a life insurance and annuities business and is a licensed real estate agent and loan originator. ATIP, Inc. provides personalized investment management and planning services to a small number of clients, including individuals, trusts, and charitable organizations. The firm uses a core-and-satellite investment approach combining passive index funds and ETFs with actively managed funds and tactical sector allocations, managing accounts on a non-discretionary basis with client approval required for each trade.
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