Brad Jacobson
Oliver Luxxe Assets · Gladstone, New Jersey
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.
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Facts
| Firm | Oliver Luxxe Assets |
|---|---|
| Based in | Gladstone, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.00B across 1,704 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 2253013 |
| Exams passed | Series 63 (1993) · Series 65 (1996) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.oliverluxxe.com |
| Profile |
How Brad's firm compares
- Oliver Luxxe Assets's average account is about $588,000, from its Form ADV (assets managed divided by 1,704 accounts).
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Questions about Brad
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Gladstone
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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