# Brad Jacobson

> Brad Jacobson is a fee-only financial advisor at Oliver Luxxe Assets in Gladstone, New Jersey. Oliver Luxxe Assets reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brad-jacobson/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oliver Luxxe Assets
- **Based in:** Gladstone, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.00B across 1,704 accounts
- **CRD:** 2253013 (https://adviserinfo.sec.gov/individual/summary/2253013)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (1993), Series 65 (1996)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.oliverluxxe.com

## Frequently asked questions

### Is Brad Jacobson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Oliver Luxxe Assets reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brad charge for financial advice?

Brad's firm, Oliver Luxxe Assets, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brad Jacobson based?

Brad Jacobson is based in Gladstone, New Jersey.

### Is Brad Jacobson registered with the SEC?

Yes. Brad Jacobson is registered as an investment adviser representative in NJ and TX (CRD 2253013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Oliver Luxxe Assets manage?

Oliver Luxxe Assets reports $1.00B across 1,704 accounts in assets under management.

### How do I contact Brad Jacobson?

Through Brad's website, www.oliverluxxe.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2253013): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.