# Eric Jacobsen

> Eric Jacobsen is a fee-only financial advisor at Jacobsen Capital Management in Salt Lake City, Utah. Jacobsen Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Jacobsen Capital Management
- **Based in:** Salt Lake City, Utah
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $562.9M across 535 accounts
- **CRD:** 2155456 (https://adviserinfo.sec.gov/individual/summary/2155456)
- **SEC registration:** Investment adviser representative in AZ, TX, UT
- **Exams passed:** Series 63 (1991), Series 65 (1995)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.jacobsencapital.com

## Frequently asked questions

### Is Eric Jacobsen a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Jacobsen Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric's firm, Jacobsen Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Eric Jacobsen based?

Eric Jacobsen is based in Salt Lake City, Utah.

### Is Eric Jacobsen registered with the SEC?

Yes. Eric Jacobsen is registered as an investment adviser representative in AZ, TX and UT (CRD 2155456), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jacobsen Capital Management manage?

Jacobsen Capital Management reports $562.9M across 535 accounts in assets under management.

### How do I contact Eric Jacobsen?

Through Eric's website, www.jacobsencapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2155456): 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.