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RIA / WealthAdvisor32 years in industry

BRAD DAVID JACOBSON

Advisor at OLIVER LUXXE ASSETS LLC

GLADSTONE, NJ

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Search this name across graphsid dfx:ria:838895ba-ecdb-b68a-15a1-60a00a0009ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 10, 2002 to Sep 14, 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: OLIVER LUXXE ASSETS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 20, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Oct 20, 1993
First registration: May 10, 2002
Dual registered: no
Other names: BRAD D JACOBSON
IAPD individual key: 2253013

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
OLIVER LUXXE ASSETS LLC	Independent wealth	Jun 23, 2014	n/a	yes	GLADSTONE, NJ	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Dec 12, 2008	Jun 2, 2014	no	FLORHAM PARK, NJ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 14, 2003	Dec 16, 2008	no	SHORT HILLS, NJ\|SHORT HILLS, NJ\|BEDMINSTER, NJ	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	May 10, 2002	May 5, 2003	no	FLORHAM PARK, NJ	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
UBS FINANCIAL SERVICES INC.	OLIVER LUXXE ASSETS LLC	Jun 2, 2014	Jun 23, 2014	21	Firm change	Wirehouse to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Dec 16, 2008	Dec 12, 2008	-4	Firm change	Wirehouse to wirehouse
RBC CAPITAL MARKETS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	May 5, 2003	Apr 14, 2003	-21	Firm change	Ibd to wirehouse

Relationships

Registered with (4)

→ OLIVER LUXXE ASSETS LLCRegistered adviserregistration: current employment
Jun 23, 2014 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Dec 12, 2008 to Jun 2, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 14, 2003 to Dec 16, 2008factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
May 10, 2002 to May 5, 2003factForm ADV

Dated events

No dated event names this entity yet.