Principal; FPWS Branch Manager; RJFS

Moe Jacobson, a branch manager and financial advisor at the Petaluma office has been named to the 2014 Executive Council of Raymond James in recognition of outstanding client service and exemplary professional growth. Executive Council* honors are presented only to those financial advisors who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.

Moe holds Series 7, 8, 63 and 65 securities licenses, as well as life, health and variable annuity licenses. Moe also is an active arbitrator within his industry, serving on FINRA arbitrations.