# JACOBSEN BRYAN K

JACOBSEN BRYAN K appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 13 filing roles across Form ADV (13).

## Filings (13)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CETERA INVESTMENT MANAGEMENT LLC](https://search.stillhousedata.com/firm/165436) | CHIEF COMPLIANCE OFFICER | SCHAMBURG, IL |
| — | Form ADV | [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | CHIEF COMPLIANCE OFFICER | SCHAUMBURG, IL |
| — | Form ADV | [THE OAK RIDGE FINANCIAL SERVICES GROUP, INC](https://search.stillhousedata.com/firm/42941) | CHIEF COMPLIANCE OFFICER, ROP | GOLDEN VALLEY, MN |
| — | Form ADV | [M HOLDINGS SECURITIES, INC.](https://search.stillhousedata.com/firm/43285) | CHIEF COMPLIANCE OFFICER | PORTLAND, OR |
| — | Form ADV | [M FINANCIAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/136694) | CHIEF COMPLIANCE OFFICER | PORTLAND, OR |
| — | Form ADV | [EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/291127) | CCO | ALEXANDRIA, VA |
| — | Form ADV | [GIRARD SECURITIES, INC.](https://search.stillhousedata.com/firm/18697) | CHIEF COMPLIANCE OFFICER | SAN DIEGO, CA |
| — | Form ADV | [PRIMEVEST FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/15340) | ADVISORY CCO | ST CLOUD, MN |
| — | Form ADV | [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | VP COMPLIANCE/CROP | EL SEGUNDO, CA |
| — | Form ADV | [CETERA ADVISOR NETWORKS LLC](https://search.stillhousedata.com/firm/13572) | CHIEF COMPLIANCE OFFICER AND SECRETARY | EL SEGUNDO, CA |
| — | Form ADV | [CETERA ADVISORS LLC](https://search.stillhousedata.com/firm/10299) | ADVISORY CHIEF COMPLIANCE OFFICER | GREENWOOD VILLAGE, CO |
| — | Form ADV | [BUTLER, WICK & CO., INC.](https://search.stillhousedata.com/firm/120) | DIRECTOR OF COMPLIANCE | YOUNGSTOWN, OH |
| — | Form ADV | [AS INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/317152) | CHIEF COMPLIANCE OFFICER | NEW YORK, NY |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.