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
| Title | Managing Member/Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |