Napa, CA Seminary St Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
1030 Seminary St, Ste A
Napa CA 94559
Advisors at this office
2
Advisors at this office
Remy J
Series 66
Napa, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Remy Jacobson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has six years of industry experience and concurrently serves as an instructor at Napa Valley College. His work history includes roles at Jacobson Wealth Management and Tax Alpha, as well as a background in the hospitality industry. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services, utilizing multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.
Richard J
CFP®, Series 66
Napa, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Richard Jacobson is a CFP® with 22 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has led Jacobson Wealth Management, Inc. since 2007 and has experience in insurance services as well as property management through Seminary Properties LLC. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory services primarily through independent representatives and emphasizes non-discretionary account management.
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