RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••• L• J•••••••
- Designations
- CFP, ChFCreportedsfpdenver.comas printed on the bio page, Sep 16, 2026
- Founder
- “A co-founder of S•••••• F•••••••• P•••••••• L••, Phil Jacobson works with individuals and businesses to assist them with all facets of financial planning.”reportedsfpdenver.comthe sentence on the bio page
- Professional profile
- sfpdenver.com/Philip-L--Jacobson.6.htmreportedsfpdenver.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- S•••••• F•••••••• P•••••••• L•• independent RIA currentsince Oct 7, 2019 · Denver, Co
- L•• F•••••••• L•• BD affiliatedFeb 14, 2018 to Oct 28, 2022 · Denver, Co
- S•• I••••••••• I••• formerFeb 17, 2009 to Feb 15, 2018 · Denver, Co
- E•••••••• A•••••••• L•• national BDAug 2, 2007 to Feb 20, 2009 · Denver, Co
- H•••••• T••••••• • K•••• L•• independent RIAMay 12, 2004 to Aug 1, 2007 · Denver, Co
- N•• E•••••• S••••••••• C••••••••• formerSep 27, 2001 to May 6, 2004 · Denver, Co
- L•• F•••••••• L•• to S•••••• F•••••••• P•••••••• L••left Oct 28, 2022, registered Oct 7, 2019 (-1117 days) · Other
- S•• I••••••••• I••• to L•• F•••••••• L••left Feb 15, 2018, registered Feb 14, 2018 (-1 days) · corporate re-registration, not a move
- E•••••••• A•••••••• L•• to S•• I••••••••• I•••left Feb 20, 2009, registered Feb 17, 2009 (-3 days) · Other
- H•••••• T••••••• • K•••• L•• to E•••••••• A•••••••• L••left Aug 1, 2007, registered Aug 2, 2007 (1 days) · Other
- N•• E•••••• S••••••••• C••••••••• to H•••••• T••••••• • K•••• L••left May 6, 2004, registered May 12, 2004 (6 days) · Other
- P••• L• J••••••• left L•• F•••••••• L•• for S•••••• F•••••••• P•••••••• L•• (registered 2019-10-07)Oct 28, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address