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David J
Series 63, Series 65
Albertson, NY
OSAIC
David Jacobs is a financial advisor with OSAIC who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at Sagepoint Financial, Inc. since 2009. Outside of advising, he is involved in life and health insurance sales through Jacobs Financial Services Inc. and serves as trustee for an irrevocable family trust. OSAIC serves a broad mix of retail and institutional clients with integrated brokerage and investment advisory services. The firm employs various tools and platforms to construct diversified portfolios, and it supports multiple advisory programs including third-party managed accounts.
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