JACOBSON & ASSOCIATES, LLC
JUPITER, FLORIDA

Jacobson & Associates, LLC is a prominent member firm of PartnersFinancial. The company maintains a distinct position by clarifying its non-affiliation with Kestra IS, Kestra AS, or PartnersFinancial beyond membership status, ensuring transparency regarding partnerships and responsibilities. Geographically focused on U.S. residents, the firm’s representatives adhere to regulatory compliance, conducting business within jurisdictions where they are properly registered. This approach occasionally results in information request delays due to registration constraints. Jacobson & Associates is incorporated under Florida law with a filing number of L14000121058 and operates as an FLAL type company, officially established on August 1, 2014. It is centrally headquartered at 6903 Misty Lake Way, Jupiter, in Palm Beach County, with the state designation of Florida. The firm offers access to various financial services via registered representatives, primarily focused within their registered jurisdictions. Although its product and service portfolio may be extensive, availability can differ by location and representative scope. It’s important to note that neither Kestra IS nor Kestra AS provides legal or tax advice, advising clients to seek specialized professional counsel for such queries. For communication purposes, Jacobson & Associates is reachable at multiple phone numbers: (412) 681-2700; (412) 697-2235; and their Compliance department can be contacted at (512) 697-6000. Additional details about the firm are accessible through its official website: jacobsonassociates.com. Corporate governance is managed by key figures including Kirk D. Jacobson as Manager, and Susan C. Jacobson holds a position as Managing Broker Representative. The company remains active and compliant with regulatory requirements, as evidenced by its most recent annual report filed on February 21, 2024. For Federal Employer Identification, it is recognized under the number 32-0446346.