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RIA / WealthAdvisor33 years in industry

STEVEN JAY JACOBSON

Advisor at ALDEBARAN CAPITAL

BROOKLYN, NY | New Orleans, LA

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Search this name across graphsid dfx:ria:4010e7a9-c99f-61fe-59c6-e54112d66bbf

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Sep 19, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ALDEBARAN CAPITAL
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 13, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Nov 13, 1992
First registration: Sep 19, 2002
Dual registered: no
Other names: STEVEN JACOBSON
IAPD individual key: 2291673

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ALDEBARAN CAPITAL	No RAUM reported	Sep 4, 2026	n/a	yes	New Orleans, LA\|BROOKLYN, NY	Current employment
UNION CAPITAL MANAGEMENT CORP	State registered	Jul 30, 2021	Jul 24, 2025	no	New Orleans, LA	Previous registration
TOPAZ ASSET MANAGEMENT	n/a	Jul 27, 2021	Oct 25, 2021	no	TUSCALOOSA, AL	Previous registration
ADVISOR RESOURCE COUNCIL	Independent wealth	Oct 16, 2019	Feb 2, 2021	no	Metairie, LA\|DALLAS, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 5, 2014	Oct 10, 2019	no	NEW ORLEANS, LA	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 13, 2013	Sep 15, 2014	no	NEW ORLEANS, LA\|Mandeville, LA\|NEW ORLEANS, LA	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Mar 23, 2004	Feb 13, 2013	no	NEW ORLEANS, LA\|MANDEVILLE, LA\|NEW ORLEANS, LA	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Sep 19, 2002	Apr 15, 2004	no	NEW ORLEANS, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UNION CAPITAL MANAGEMENT CORP	ALDEBARAN CAPITAL	Jul 24, 2025	Sep 4, 2026	407	Firm change after gap	Other
TOPAZ ASSET MANAGEMENT	UNION CAPITAL MANAGEMENT CORP	Oct 25, 2021	Jul 30, 2021	-87	Firm change after gap	Other
ADVISOR RESOURCE COUNCIL	TOPAZ ASSET MANAGEMENT	Feb 2, 2021	Jul 27, 2021	175	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	ADVISOR RESOURCE COUNCIL	Oct 10, 2019	Oct 16, 2019	6	Firm change	Ibd to RIA
RAYMOND JAMES & ASSOCIATES, INC.	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 15, 2014	Sep 5, 2014	-10	Firm change	Ibd to ibd
MORGAN KEEGAN & COMPANY, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Feb 13, 2013	Feb 13, 2013	0	Bulk transfer	Other
UBS FINANCIAL SERVICES INC.	MORGAN KEEGAN & COMPANY, LLC	Apr 15, 2004	Mar 23, 2004	-23	Firm change	Other

Relationships

Registered with (8)

→ ALDEBARAN CAPITALRegistered adviserregistration: current employment
Sep 4, 2026 to presentfactForm ADV
→ UNION CAPITAL MANAGEMENT CORPRegistered adviserregistration: previous registration
Jul 30, 2021 to Jul 24, 2025factForm ADV
→ TOPAZ ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jul 27, 2021 to Oct 25, 2021factForm ADV
→ ADVISOR RESOURCE COUNCILRegistered adviserregistration: previous registration
Oct 16, 2019 to Feb 2, 2021factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 5, 2014 to Oct 10, 2019factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 13, 2013 to Sep 15, 2014factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Mar 23, 2004 to Feb 13, 2013factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Sep 19, 2002 to Apr 15, 2004factForm ADV

Dated events

Occurred
Jul 24, 2025
Advisor changed firm
Steven Jay Jacobson left Union Capital Management Corp for Aldebaran Capital (registered 2026-09-04)
Form ADVobserved 3 days ago