Franklin Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT. He holds a Series 65 designation and has been with the firm for five years, including its current iteration since 2026. Prior to joining the firm, he spent time at North Point Development and had periods of unemployment. Jacobsen Capital Management provides discretionary investment management, financial planning, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm uses a combination of strategic and tactical asset allocation with long-term and value investing techniques, incorporating alternatives and quantitative tools to align portfolios with client objectives.

Michael Brown is a CFP® with nine years of industry experience, currently serving as a principal at Jacobsen Capital Management since 2016. He previously worked at Wise Company for one year. Outside of his advisory role, he holds a controlling interest in MTN Capital Investments, a holding company. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm combines strategic and tactical asset allocation with long-term and value investing techniques and employs quantitative tools and third-party SMA managers to align portfolios with client objectives.

Eric Jacobsen is a financial advisor at Jacobsen Capital Management in Salt Lake City, UT, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Jacobsen Capital Management since 2002 and previously worked at Goalen Financial Advisors from 2017 to 2019. Jacobsen Capital Management provides discretionary investment management, financial planning, consulting, and retirement advisory services to individuals, high-net-worth families, trusts, and corporations. The firm manages approximately $563 million in assets across 115 client relationships, employing a combined strategic and tactical asset allocation approach with value investing techniques and utilizes separately managed accounts for multi-generational family clients.