James David Jacobson is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CAPITAL IDEAS.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL IDEAS | 2023-11-09 | present | Yes |
| STRATEGIC PORTFOLIO MANAGERS | 2021-08-27 | 2023-12-31 | — |
| J.P. MORGAN SECURITIES LLC | 2018-07-11 | 2021-08-06 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-08-20 | 2013-08-23 | — |