CJ
CJ

Carlton Erling Jacobson

27 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEducation PlanningInsurance PlanningEstate PlanningFinancial Planning & CoachingTax PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Financial Planning:Included in AUM fee
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Location

352 12th Street, Plainwell, MI, 49080

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Carlton is affiliated with Good Life IA, selling non-variable insurance products, including life, health, disability, and LTC. He also dedicates full-time hours to Fireside Financial Partners LLC and Good Life Financial Advisors, providing investment advisory services.

Employment History
Current Registrations
Good Life Advisors, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
LPL Financial LLCBroker
January 2019 - January 2020 · 1 yr
LPL Financial LLC
January 2019 - January 2019 · 0 mos
LPL Financial LLC
June 2014 - December 2018 · 4 yrs 6 mos
LPL Financial LLCBroker
March 2013 - December 2018 · 5 yrs 9 mos
PNC InvestmentsBroker
November 2009 - March 2013 · 3 yrs 4 mos
Natcity Investments, INC.Broker
May 2007 - November 2009 · 2 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
December 1999 - June 2007 · 7 yrs 6 mos
American Express Financial Advisors INC.Broker
January 1998 - December 1999 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
January 1998 - December 1999 · 1 yr 11 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.