DFX Intelligence
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.
Registered advisor
Alan David Jacobson
Feed of 09/14/2026
Also filed as Alan David Jacobson
At current firm
0 y
since Apr 23, 2026
In the industry
20 y
since Feb 10, 2006 (earliest exam, job or registration)
Prior registered firms
10
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Truist Advisory Services, Inc. BD affiliated currentsince Apr 23, 2026 · Roebling, Nj
- Citizens Securities, Inc. BD affiliatedApr 30, 2021 to Apr 27, 2026 · Bordentown, Nj
- Pruco Securities, LLC no RAUMSep 4, 2019 to Apr 29, 2021 · Marlton, Nj
- Osaic Fa, Inc. formerFeb 21, 2019 to Aug 26, 2019 · Cherry Hill, Nj
- Citizens Securities, Inc. BD affiliatedJan 24, 2017 to Feb 12, 2019 · Plymouth Meeting, Pa
- Santander Securities BD affiliatedFeb 26, 2015 to Jan 24, 2017 · Hamilton Township, Nj
- M&T Securities, Inc. unclassifiedMay 2, 2013 to Feb 12, 2015 · Wayne, Pa
- LPL Financial LLC BD affiliatedFeb 8, 2013 to Apr 26, 2013 · Sayreville, Nj
- Wells Fargo Advisors wirehouseJul 19, 2010 to Feb 13, 2013 · Ewing, Nj
- LPL Financial LLC BD affiliatedJun 11, 2010 to Jul 13, 2010 · Fort Mill, Sc
- Pnc Wealth Management BD affiliatedMar 31, 2008 to Jun 4, 2010 · Lawrenceville, Nj
Moves
a registration end followed by a registration begin elsewhere
- Citizens Securities, Inc. to Truist Advisory Services, Inc.left Apr 27, 2026, registered Apr 23, 2026 (-4 days) · Affiliated broker-dealer or bank to another
- Pruco Securities, LLC to Citizens Securities, Inc.left Apr 29, 2021, registered Apr 30, 2021 (1 days) · Affiliated broker-dealer or bank to another
- Osaic Fa, Inc. to Pruco Securities, LLCleft Aug 26, 2019, registered Sep 4, 2019 (9 days) · Affiliated broker-dealer or bank to another
- Citizens Securities, Inc. to Osaic Fa, Inc.left Feb 12, 2019, registered Feb 21, 2019 (9 days) · Affiliated broker-dealer or bank to another
- Santander Securities to Citizens Securities, Inc.left Jan 24, 2017, registered Jan 24, 2017 (0 days) · Other
- M&T Securities, Inc. to Santander Securitiesleft Feb 12, 2015, registered Feb 26, 2015 (14 days) · Other
- LPL Financial LLC to M&T Securities, Inc.left Apr 26, 2013, registered May 2, 2013 (6 days) · Other
- Wells Fargo Advisors to LPL Financial LLCleft Feb 13, 2013, registered Feb 8, 2013 (-5 days) · Other
- LPL Financial LLC to Wells Fargo Advisorsleft Jul 13, 2010, registered Jul 19, 2010 (6 days) · Other
- Pnc Wealth Management to LPL Financial LLCleft Jun 4, 2010, registered Jun 11, 2010 (7 days) · Other
Signals
- Alan David Jacobson left Citizens Securities, Inc. for Truist Advisory Services, Inc. (registered 2026-04-23)Apr 27, 2026 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address