Raymond James Financial Services Advisors
45yrs
Top advisor by experience in Draper
18yrs
Robert Jacobs
Financial advisor at White Pine Financial
Robert Jacobs is a fiduciary financial advisor in Draper, Utah, with 18 years in the industry. After 16 years at Palisade Wealth Management, Robert joined White Pine Financial in 2019, a firm offering financial planning, investment management, and retirement plan consulting. White Pine Financial reports being paid through a percentage of assets and flat fees.
One of 177 advisors with offices in Draper, and one of 170 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 66% of advisors in Utah
OfficeDraper, UT
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$942,346
Advisors at the firm2
States licensed ?2 states
Services through White Pine Financial
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2019 – nowWhite Pine Financial LLCCurrent firm
- 2008 – 2024Palisade Wealth ManagementPreviously
Contact Robert
(801) 839-5730White Pine Financial main office Draper, UTOffice · Get directions Firm websitewww.whitepinefinancial.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call White Pine Financial at (801) 839-5730 and ask for Robert Jacobs. Robert works from the Draper, UT office.
How long has Robert been a financial advisor?
Robert has been in the industry since 2008, about 18 years. More experience than 66% of advisors in Utah.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
White Pine Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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