Phil JacobsonVICE PRESIDENT
- Senior Vice President, CapTrust Asset Management, Rockford, Illinois
- Associate Vice President, Dain Rauscher (now RBC Dain Rauscher), Rockford, Illinois
- Vice President, Branch Office Automation, Inter-Regional Financial Group (IFG), Minneapolis, Minnesota
IFG was parent company of Dain Bosworth, Inc. and Rauscher Pierce Refsnes, Inc.
- BS, Business, University of Minnesota
Began career as a financial advisor in 1994
Phil Jacobson is a founding principal of United Capital's Rockford office, where he brings over 20 years of industry experience to his work with clients. He has extensive experience in working with both high-net-worth individuals and nonprofit organizations. Phil is also responsible for running the 401(k) WealthPlan website at www.401kwealthplan.com to help United Capital advisers advise on their clients' 401(k) accounts. Additionally, Phil also manages a series of Tactical Asset Allocation strategies on United Capital's investment platform, and he applies his longstanding experience to a variety of key initiatives within the firm.
Because of his down-to-earth yet relevant style, Phil is a requested speaker on the economy and the markets at conferences across the country, and he is quoted in the media.
Previously, Phil worked at parent company of Dain Bosworth and Rauscher Pierce Refsnes, Inc., where he led their Branch Office Automation team. Among his accomplishments was the development of a customized portfolio management system, which was one of the first of its kind to be implemented throughout an entire brokerage firm.
Registered Representative of and offering securities through Cetera Advisor Networks LLC (“Cetera”, doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Investment Advisory services offered through United Capital Financial Advisers, LLC (“United Capital”), an investment adviser registered with the SEC, and an affiliate of Goldman Sachs & Co. LLC and subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. United Capital does not provide legal, tax or accounting advice. Clients should obtain their own independent legal, tax or accounting advice based on their particular circumstances. Cetera is under separate ownership from any other named entity.