Jeffrey Jacobs
Palisade Wealth · Draper, Utah
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.
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Specialties
Facts
| Firm | Palisade Wealth |
|---|---|
| Based in | Draper, Utah |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $133.2M across 141 accounts |
| SEC registration | Investment adviser representative in CA, UT · CRD 5560484 |
| Exams passed | Series 65 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | palisadeadvisor.com |
| Profile |
How Jeffrey's firm compares
- Palisade Wealth's average account is about $945,000, from its Form ADV (assets managed divided by 141 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Palisade Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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