Individual Firm
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CARLTON ERLING JACOBSON
JAKE JACOBSON
CRD#: 2427944
IA
B
GOOD LIFE ADVISORS, LLCCRD#: 171898 352 12th Street
Plainwell, MI 49080
Plainwell, MI 49080
0
Disclosures
27
Years of Experience
View By:
State Registrations
IA
Michigan 1/16/2019
IA
Registered with this firm since 1/16/2019
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 01/14/2019 - 01/15/2020 | PLAINWELL, MI | |
IA | 01/14/2019 - 01/14/2019 | PLAINWELL, MI | |
IA | 06/05/2014 - 12/10/2018 | KALAMAZOO, MI | |
B | 03/15/2013 - 12/10/2018 | KALAMAZOO, MI | |
B | 11/13/2009 - 03/14/2013 | PORTAGE, MI | |
B | 05/15/2007 - 11/13/2009 | DELTON, MI | |
B | 12/10/1999 - 06/04/2007 | KALAMAZOO, MI | |
B | 01/14/1998 - 12/21/1999 | MINNEAPOLIS, MN | |
B | 01/14/1998 - 12/21/1999 | MINNEAPOLIS, MN |
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B
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.
IA
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.