PHIL L JACOBSON is an investment adviser representative (IAR) with state registration records since 2001, appearing at 6 firms. Currently registered with SYNERGY FINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SYNERGY FINANCIAL PARTNERS, LLC | 2019-10-07 | present | Yes |
| LPL FINANCIAL LLC | 2018-02-14 | 2022-10-28 | — |
| SII INVESTMENTS, INC. | 2009-02-17 | 2018-02-15 | — |
| EQUITABLE ADVISORS, LLC | 2007-08-02 | 2009-02-20 | — |
| HORNOR, TOWNSEND & KENT, LLC | 2004-05-12 | 2007-08-01 | — |
| NEW ENGLAND SECURITIES | 2001-09-27 | 2004-05-06 | — |