ALAN DAVID JACOBSON is an investment adviser representative (IAR) with state registration records since 2008, appearing at 9 firms. Currently registered with TRUIST ADVISORY SERVICES, INC..
| Firm | From | To | Current |
|---|---|---|---|
| TRUIST ADVISORY SERVICES, INC. | 2026-04-23 | present | Yes |
| CITIZENS SECURITIES, INC. | 2021-04-30 | 2026-04-27 | — |
| PRUCO SECURITIES, LLC | 2019-09-04 | 2021-04-29 | — |
| OSAIC FA, INC. | 2019-02-21 | 2019-08-26 | — |
| CITIZENS SECURITIES, INC. | 2017-01-24 | 2019-02-12 | — |
| SANTANDER SECURITIES LLC | 2015-02-26 | 2017-01-24 | — |
| M&T SECURITIES, INC. | 2013-05-02 | 2015-02-12 | — |
| LPL FINANCIAL LLC | 2013-02-08 | 2013-04-26 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2010-07-19 | 2013-02-13 | — |
| LPL FINANCIAL LLC | 2010-06-11 | 2010-07-13 | — |
| PNC WEALTH MANAGEMENT | 2008-03-31 | 2010-06-04 | — |