Bruce W. Jacobson, AAMS
Financial Consultant


1200 Prospect St , Suite 350
La Jolla, CA 92037

Phone: (858) 729-7914
Fax: (858) 454-9791
Email: bruce.jacobson@wedbush.com

Office Hours: Monday to Friday 6:30 AM - 4:00 PM PST
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Making crucial asset management decisions can seem like an insurmountable task. These decisions involve not only investments, but can also include insurance, tax, retirement, and estate planning, along with many other financial considerations. Managing a person's total financial situation encompasses a myriad of choices and strategies to serve a variety of needs and accomplish a variety of goals. You've worked too hard saving for your family's future to trust just anyone with your asset management needs.

Combining extensive experience and exceptional service, Bruce will integrate the many complexities of your financial life into a comprehensive financial strategy. He can address the full range of your asset management needs from designing your portfolio to transferring wealth to your future generations.

Bruce works with a wide variety of investors including: individuals, families, and small businesses. It is important to get to know you to provide the most comprehensive recommendations. Together, you will discuss a variety of plans and investment choices. Bruce's commitment to your long term financial objectives is his highest priority.

Founded in 1955, Wedbush Securities is a leading financial services and investment firm that provides private and institutional brokerage, investment banking, private capital, research, and asset management to individual and institutional clients.

Contact Bruce today for a complimentary comprehensive portfolio review.

Background

  • B. A. in Administrative Studies (1979) University of California, Riverside
  • Accredited Asset Management Specialist (AAMS)
  • Exceptional personal service with regular client assessments and reviews
  • Series 7, 63 and 65 Licensed
  • Actively involved with Foundations and Non-Profit Organizations
  • California Insurance License # 0D40188

Areas of Specialization