JACOBSEN CAPITAL MANAGEMENT, LLC

JACOBSEN CAPITAL MANAGEMENT, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser (CRD 116085). Regulatory assets under management: $562.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (9)

NameRoleLocation
Eric Michael JacobsenPRINCIPAL—
Amy JacobsenMEMBER—
Michael Ryan BrownPARTNER; PARTNER/CCO—
Layna Nicole MorrisonCHIEF COMPLIANCE OFFICER—
Layna Nicole HughesCHIEF COMPLIANCE OFFICER—
JACOBSEN ERIC MICHAELMANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; PRINCIPAL—
JACOBSEN ERIC MPRINCIPAL—
MORRISON DANTIN BREA NICOLECHIEF COMPLIANCE OFFICER—
JACOBSEN AMYMEMBER—

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