Jacobson Wealth Management & Insurance Services



Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment and insurance products and services, access to this information must be limited to individuals residing in states where we are currently registered.

We are securities licensed in the following state(s): California (CA), Delaware (DE), Florida (FL), Illinois (IL), Oregon (OR), Washington (WA)

- I am a resident of that state.

Or

- I am NOT a resident of that state.

A broker/dealer, investment advisor, BD agent, or IA Rep may only transact business in a particular state after licensure or satisfying qualification requirements of that state, or only if they are excluded or exempt from the state's broker/dealer, investment advisor, BD agent, or IA Rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent, or IA Rep that involve either effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent, or IA Rep requirements, or pursuant to an applicable state exemption or exclusion.

For information concerning the licensure status or disciplinary history of a broker/dealer, investment advisor, BD agent, or IA Rep, a consumer should contact his or her states securities law administrator.