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BRAD DAVID JACOBSON
BRAD D JACOBSON
CRD#: 2253013
IA
Investment Adviser
OLIVER LUXXE ASSETS LLCCRD#: 169588 17 MENDHAM ROAD
SUITE 200
GLADSTONE, NJ 07934
Registration History
2002200420062008201020122014201620182020202220242026IAOLIVER LUXXE ASSETS LLC (CRD# 169588)2014 - Present (10 years)IAUBS FINANCIAL SERVICES INC. (CRD# 8174)2008 - 2014 (5 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2003 - 2008 (5 years)IARBC DAIN RAUSCHER INC. (CRD# 31194)2002 - 2003 (1 year)
Disclosure(s)
View By:
12/21/2011
Customer Dispute
Settled
7/22/2011
Customer Dispute
Settled
7/6/2011
Customer Dispute
Settled
6/30/2011
Customer Dispute
Settled
5/3/2011
Customer Dispute
Settled
10/8/2009
Customer Dispute
Settled
6/15/2009
Customer Dispute
Settled
5/21/2009
Customer Dispute
Settled
12/4/2008
Customer Dispute
Settled
8/1/2005
Customer Dispute
Denied
4/10/2003
Customer Dispute
Denied
4/24/2002
Customer Dispute
Settled
License(s)

State Registrations

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New Jersey 5/23/2014

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Texas 1/25/2018

Current Registration(s)
IA
OLIVER LUXXE ASSETS LLC (CRD#:169588)
17 MENDHAM ROAD SUITE 200, GLADSTONE, NJ 07934
Registered with this firm since 5/23/2014

Previous Registration(s)
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12/12/2008 - 06/02/2014 UBS FINANCIAL SERVICES INC. (CRD#:8174) FLORHAM PARK, NJ
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04/14/2003 - 12/16/2008 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) SHORT HILLS, NJ
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05/10/2002 - 05/05/2003 RBC DAIN RAUSCHER INC. (CRD#:31194) FLORHAM PARK, NJ
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Disclosures
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.