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James Jacobson, CFP

Girard, a Univest Wealth Division

Certified Financial Planner in Souderton, PA

http://www.meetgirard.com/

Address:
41 West Broad Street
Souderton, PA 18964
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About James Jacobson

James Jacobson is a financial professional at Girard, a Univest Wealth Division located in Souderton, Pennsylvania. James Jacobson holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

James Jacobson provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Jacobson
41 West Broad Street
Souderton, PA 18964

Phone Number: Click to Show
Website: http://www.meetgirard.com/

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