Rich Jacobson

President

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Jacobson Wealth Management, Inc.1030 Seminary St, Suite A, Napa, CA 94559

Broker Affiliation: United Planners Financial Services of America

Languages: English, French

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Disclosures

Rich Jacobson is a Registered Principal Offering Securities and Investment Services through United Planners Financial Services, Member: FINRA, SIPC. JWM and United Planners are independent companies. CA Insurance License #0D78538

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.

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