Investment adviser representative · Lavish Financial Planning
Danna Jacobs
CRD 5366446 · Morristown, NJ
At a glance
Danna Jacobs is an investment adviser representative with Lavish Financial Planning in Morristown, NJ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Danna’s SEC record dates to 2010, about 16 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Lavish Financial PlanningSince June 2013Morristown, NJ · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 7 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Danna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.