# PHIL L JACOBSON

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SYNERGY FINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/305287) | 2019-10-07 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-02-14 | 2022-10-28 | — |
| [SII INVESTMENTS, INC.](https://search.stillhousedata.com/firm/2225) | 2009-02-17 | 2018-02-15 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2007-08-02 | 2009-02-20 | — |
| [HORNOR, TOWNSEND & KENT, LLC](https://search.stillhousedata.com/firm/4031) | 2004-05-12 | 2007-08-01 | — |
| [NEW ENGLAND SECURITIES](https://search.stillhousedata.com/firm/615) | 2001-09-27 | 2004-05-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4172462)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4172462.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.