Dan Jacobson, Cfp® Email and Phone Number
Gabriel Capital, LLC is a "fee-only" registered investment adviser. Fee-only means no commissions or sales charges. Gabriel Capital earns a negotiated percentage of the account managed. If engaged for financial planning services, an hourly rate is agreed upon in advance of services. Financial plan rates may be discounted in part or in full for some asset management clients.Client accounts are held at quality discount brokerage firms. Gabriel Capital is able to manage portfolios through secure, dedicated electronic portals providing access to trade and manage client accounts. Before this, I worked as a stockbroker for large broker/dealer firms for nine years. All client portfolios are held at the institutional arm of major national discount brokerage firms. The goal is to create a customized investment portfolio and financial plan, for each client, based on their specific goals. Portfolio's are crafted and unique to each client. Portfolio building materials include stocks, bonds, mutual funds, exchanged traded funds and options.Specialties: Gabriel Capital employs time tested technical tools, sentiment readings and fundamental measurements to manage portfolio return and risk.
Gabriel Capital, Llc - A Registered Investment Adviser
View- Website:
- gabriel-capital.com
- Employees:
- 2
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OwnerGabriel Capital, Llc - A Registered Investment Adviser Jun 2005 - Present500 Sw 116Th Ave, 4Th Floor Portland Or 97225Run an investment management and advisory business. Provide financial planning services. -
PresidentGabriel Capital, Llc Jun 2005 - PresentPerforms all investment management and administration. -
Financial AdvisorRbc Dain Rauscher Nov 2000 - Jun 2005Portland, Oregon AreaProvided investment management and advice to clients.
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Financial AdvisorPrudential Securities 1998 - 2000Worked with clients to create and implement an investment strategy.
Dan Jacobson, Cfp® Education Details
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Certificate: Financial Planning -
Master Of Business Administration - Mba -
Finance
Frequently Asked Questions about Dan Jacobson, Cfp®
What company does Dan Jacobson, Cfp® work for?
Dan Jacobson, Cfp® works for Gabriel Capital, Llc - A Registered Investment Adviser
What is Dan Jacobson, Cfp®'s role at the current company?
Dan Jacobson, Cfp®'s current role is President - Gabriel Capital, LLC / Investment Advisor.
What schools did Dan Jacobson, Cfp® attend?
Dan Jacobson, Cfp® attended University Of Portland, University Of Portland, University Of Oregon.
Who are Dan Jacobson, Cfp®'s colleagues?
Dan Jacobson, Cfp®'s colleagues are Jacquelyn Jacobson.
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