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JAMES HARLAN HAROL JACOBSON
JAMES HARLEN HAROLD JACOBSON
CRD#: 2227261
IA
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GIRARD ADVISORY SERVICES, LLCCRD#: 39163 41 WEST BROAD STREET
SOUDERTON, PA 18964
SOUDERTON, PA 18964
GIRARD INVESTMENT SERVICES, LLCCRD#: 1834 1980 S. Easton Road
Doylestown, PA 18901
Doylestown, PA 18901
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Disclosures
32
Years of Experience
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State Registrations
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Florida 8/13/2007
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Pennsylvania 3/16/2015
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New Jersey 4/6/2007
B
Texas 4/5/2012
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Pennsylvania 8/14/2002
SRO Registrations
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Registered with this firm since 3/16/2015
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Registered with this firm since 8/14/2002
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 11/18/2011 - 01/04/2016 | SOUDERTON, PA | |
B | 02/08/1994 - 08/21/2002 | WESTLAKE, TX | |
B | 06/10/1992 - 01/17/1994 | APPLETON, WI |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.