# Jeffrey Jacobs

> Jeffrey Jacobs is a fee-only financial advisor at Palisade Wealth in Draper, Utah. Jeffrey focuses on retirement planning and tax planning. Palisade Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-jacobs/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Palisade Wealth
- **Based in:** Draper, Utah
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $133.2M across 141 accounts
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 5560484 (https://adviserinfo.sec.gov/individual/summary/5560484)
- **SEC registration:** Investment adviser representative in CA, UT
- **Exams passed:** Series 65 (2008)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://palisadeadvisor.com/

## Frequently asked questions

### Is Jeffrey Jacobs a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Palisade Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Jacobs based?

Jeffrey Jacobs is based in Draper, Utah.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning and tax planning.

### Is Jeffrey Jacobs registered with the SEC?

Yes. Jeffrey Jacobs is registered as an investment adviser representative in CA and UT (CRD 5560484), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Palisade Wealth manage?

Palisade Wealth reports $133.2M across 141 accounts in assets under management.

### How do I contact Jeffrey Jacobs?

Through Jeffrey's website, palisadeadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5560484): 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
- The firm's website (https://palisadeadvisor.com/): specialties, clients served, and fees, checked October 30, 2026

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