Jacqueline C Jacobsen

Managing

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Location:

10109 Big View Dr, Austin, TX 78730

Industry:

Financial Services

Work:

Sycamore Wealth Management
Managing Partner and Registered Principal
Morgan Stanley Jul 2009 - Aug 2018
First Vice President Wealth Management
Ubs Sep 1998 - Jul 2008
Vice President
Sep 1998 - Jul 2008
Managing

Education:

The American College of Financial Services 1999 - 2001
Master of Science, Masters, Financial Management, Finance Griffin College 1986 - 1989
Bachelors, Bachelor of Science, Computer Science Clover Park Technical College 1979 - 1982
Bachelor of Applied Science, Bachelors, Nursing

Certifications:

Applied Behavioral Finance
Certified Financial Planner (Cfp)
Certified Retirement Plans Specialist (Crps)
Certified Investment Management Analyst (Cima)
Advanced Investment Strategist
Accredited Domestic Partnership Advisor (Adpa)
Certified Private Wealth Advisor (Cpwa)
Certificate In Financial Asset Management
Certificate In Estate Planning and Taxation
Accredited Estate Planner (Aep)
Charter Retirement Planning Counselor (Crpc)
Divorce Financial Analysts
Chartered Life Underwriter (Clu)
Chartered Financial Consultant (Chfc)
Retirement Income Certified Professional (Ricp)
Chartered Advisor Senior Living (Casl)

Jacqueline Jacobsen

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Location:

Greater Seattle Area

Industry:

Financial Services