Jason R. Jacobi

Lpl Registered Principal & Wealth Advisor @Boyer Financial Services

Providing my clients a comprehensive and thorough wealth management experience by offering the following financial services including, but not limited to- Financial Planning: Retirement, Estate, Tax, Investments, Insurance, Education, and Business Planning- Investments: Portfolio construction/monitoring, Tax Management, Risk Analysis, Securities Research- Fee Based Approach: No Planning fees, transaction, or sales charges, I charge an annual \"all-encompassing\" fee based on each client\'s assets under management. Allowing me to focus on my client\'s financial goals and acting as a fiduciary for advisory clients in the process. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Boyer Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.