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RIA / WealthAdvisor20 years in industry

JOHN GREGORY JACOBSON

Advisor at TL PRIVATE WEALTH

San Luis Obispo, CA | SOUTHLAKE, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2006 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: TL PRIVATE WEALTH
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: Dec 22, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Dec 22, 2005
First registration: Jan 1, 2006
Dual registered: no
IAPD individual key: 5010016

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
TL PRIVATE WEALTH	Independent wealth	Oct 17, 2018	n/a	yes	SOUTHLAKE, TX\|San Luis Obispo, CA	Current employment
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 21, 2011	Oct 30, 2018	no	PLANO, TX\|FORT WORTH, TX	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Jan 21, 2011	Oct 30, 2018	no	Omaha, NE\|WestLake, TX\|PLANO, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Oct 5, 2009	Jan 3, 2011	no	PLANO, TX\|DALLAS, TX\|LITTLE ELM, TX\|FRISCO, TX	Previous registration
CAPITAL ONE FINANCIAL ADVISORS LLC	n/a	Jun 26, 2008	Sep 18, 2009	no	MELVILLE, NY	Previous registration
CAPITAL ONE INVESTMENTS, LLC	n/a	Oct 17, 2007	Jun 26, 2008	no	NEW ORLEANS, LA\|FRISCO, TX\|DALLAS, TX	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 10, 2006	Aug 8, 2007	no	SANTA BARBARA, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jan 1, 2006	Feb 21, 2006	no	MISSION VIEJO, CA\|RANCHO SANTA MARGARITA, CA	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
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Oct 30, 2018	Jan 21, 2011	-2,839	Firm change after gap	Other
TD AMERITRADE, INC.	TL PRIVATE WEALTH	Oct 30, 2018	Oct 17, 2018	-13	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jan 3, 2011	Jan 21, 2011	18	Firm change	Other
CAPITAL ONE FINANCIAL ADVISORS LLC	CHASE INVESTMENT SERVICES CORP.	Sep 18, 2009	Oct 5, 2009	17	Firm change	Other
CAPITAL ONE INVESTMENTS, LLC	CAPITAL ONE FINANCIAL ADVISORS LLC	Jun 26, 2008	Jun 26, 2008	0	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CAPITAL ONE INVESTMENTS, LLC	Aug 8, 2007	Oct 17, 2007	70	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Feb 21, 2006	May 10, 2006	78	Firm change	Other

Relationships

Registered with (8)

→ TL PRIVATE WEALTHRegistered adviserregistration: current employment
Oct 17, 2018 to presentfactForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 21, 2011 to Oct 30, 2018factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Jan 21, 2011 to Oct 30, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Oct 5, 2009 to Jan 3, 2011factForm ADV
→ CAPITAL ONE FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Jun 26, 2008 to Sep 18, 2009factForm ADV
→ CAPITAL ONE INVESTMENTS, LLCRegistered adviserregistration: previous registration
Oct 17, 2007 to Jun 26, 2008factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 10, 2006 to Aug 8, 2007factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 1, 2006 to Feb 21, 2006factForm ADV

Dated events

No dated event names this entity yet.