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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant25 years in industry

PHIL L JACOBSON

Advisor at SYNERGY FINANCIAL PARTNERS, LLC

DENVER, CO

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Search this name across graphsid dfx:ria:9c0233da-ad1a-4746-e015-b93fb7834498

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 27, 2001 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: SYNERGY FINANCIAL PARTNERS, 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: Aug 3, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S65|S63
First exam: Aug 3, 2001
First registration: Sep 27, 2001
Dual registered: no
IAPD individual key: 4172462

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
SYNERGY FINANCIAL PARTNERS, LLC	Independent wealth	Oct 7, 2019	n/a	yes	DENVER, CO	Current employment
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 14, 2018	Oct 28, 2022	no	DENVER, CO	Previous registration
SII INVESTMENTS, INC.	Former SEC adviser	Feb 17, 2009	Feb 15, 2018	no	DENVER, CO\|APPLETON, WI\|DENVER, CO\|APPLETON, WI	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Aug 2, 2007	Feb 20, 2009	no	DENVER, CO\|DENVER, CO\|LAKEWOOD, CO	Previous registration
HORNOR, TOWNSEND & KENT, LLC	Independent wealth	May 12, 2004	Aug 1, 2007	no	DENVER, CO\|DENVER, CO	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Sep 27, 2001	May 6, 2004	no	DENVER, CO	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
LPL FINANCIAL LLC	SYNERGY FINANCIAL PARTNERS, LLC	Oct 28, 2022	Oct 7, 2019	-1,117	Firm change after gap	Other
SII INVESTMENTS, INC.	LPL FINANCIAL LLC	Feb 15, 2018	Feb 14, 2018	-1	Bulk transfer	Ibd to RIA
EQUITABLE ADVISORS, LLC	SII INVESTMENTS, INC.	Feb 20, 2009	Feb 17, 2009	-3	Firm change	Other
HORNOR, TOWNSEND & KENT, LLC	EQUITABLE ADVISORS, LLC	Aug 1, 2007	Aug 2, 2007	1	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	HORNOR, TOWNSEND & KENT, LLC	May 6, 2004	May 12, 2004	6	Firm change	Other

Relationships

Registered with (6)

→ SYNERGY FINANCIAL PARTNERS, LLCRegistered adviserregistration: current employment
Oct 7, 2019 to presentfactForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 14, 2018 to Oct 28, 2022factForm ADV
→ SII INVESTMENTS, INC.Registered adviserregistration: previous registration
Feb 17, 2009 to Feb 15, 2018factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 2, 2007 to Feb 20, 2009factForm ADV
→ HORNOR, TOWNSEND & KENT, LLCRegistered adviserregistration: previous registration
May 12, 2004 to Aug 1, 2007factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Sep 27, 2001 to May 6, 2004factForm ADV

Dated events

Occurred
Oct 28, 2022
Advisor changed firm
Phil L Jacobson left Lpl Financial Llc for Synergy Financial Partners, Llc (registered 2019-10-07)
Form ADVobserved 5 days ago