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Aric Jacobson


Advanced Planning Consultant

Aric joined Commonwealth in August 2020 as an advanced planning consultant. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies.

Before joining Commonwealth, Aric worked for several financial service firms including Edelman Financial Engines, Financial Knowledge, Pension Specialists Inc., Optionwealth, and Ernst & Young. Aric graduated with a BS in biology from Tulane University, earned his JD from Tulane School of Law, and an LLM in taxation from New York University School of Law. He is a member of the New York State Bar (retired) and the American Bar Association, a CERTIFIED FINANCIAL PLANNERTM practitioner, has the Certified Equity Professional certification (CEP), and holds FINRA Series 6, 63, and 65 securities registrations.