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Phil L Jacobson

Managing Member/Chief Compliance OfficerSynergy Financial Partners, LLCCRD 4172462

About Phil L Jacobson

Phil L Jacobson is listed as Managing Member/Chief Compliance Officer at Synergy Financial Partners, LLC in Denver, CO. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Synergy Financial Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Phil L Jacobson work?

Phil L Jacobson is listed as Managing Member/Chief Compliance Officer at Synergy Financial Partners, LLC on SEC Form ADV.

How much of Synergy Financial Partners, LLC does Phil L Jacobson own?

Form ADV reports a beneficial ownership band of Over 75%.

Synergy Financial Partners, LLC

TitleManaging Member/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019
View Synergy Financial Partners, LLC →