JACOBSON WEALTH MANAGEMENT Trademark
Trademark Overview
On Friday, November 15, 2024, a trademark application was filed for JACOBSON WEALTH MANAGEMENT with the United States Patent and Trademark Office. The USPTO has given the JACOBSON WEALTH MANAGEMENT trademark a serial number of 98856041. The federal status of this trademark filing is FINAL REFUSAL - MAILED as of Tuesday, September 9, 2025. This trademark is owned by Jacobson Wealth Management. The JACOBSON WEALTH MANAGEMENT trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management
General Information
| Serial Number | 98856041 |
| Word Mark | JACOBSON WEALTH MANAGEMENT |
| Filing Date | Friday, November 15, 2024 |
| Status | 645 - FINAL REFUSAL - MAILED |
| Status Date | Tuesday, September 9, 2025 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial services, namely, wealth management services; Providing information in the field of wealth management |
| NOT AVAILABLE | "WEALTH MANAGEMENT" |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, November 15, 2024 |
| Primary Code | 036 |
| First Use Anywhere Date | Sunday, December 21, 2008 |
| First Use In Commerce Date | Sunday, December 21, 2008 |
Trademark Owner History
| Party Name | Jacobson Wealth Management |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 03 - Corporation |
| Address | Napa, CA 94559 |
Trademark Events
| Event Date | Event Description |
| Friday, November 15, 2024 | NEW APPLICATION ENTERED |
| Friday, November 15, 2024 | NEW APPLICATION OFFICE SUPPLIED DATA ENTERED |
| Monday, April 28, 2025 | NON-FINAL ACTION WRITTEN |
| Monday, April 28, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
| Monday, April 28, 2025 | NON-FINAL ACTION E-MAILED |
| Wednesday, May 28, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Wednesday, May 28, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Wednesday, April 23, 2025 | ASSIGNED TO EXAMINER |
| Wednesday, May 28, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Thursday, June 5, 2025 | NON-FINAL ACTION WRITTEN |
| Thursday, June 5, 2025 | NON-FINAL ACTION E-MAILED |
| Friday, August 15, 2025 | CORRESPONDENCE RECEIVED IN LAW OFFICE |
| Friday, August 15, 2025 | TEAS RESPONSE TO OFFICE ACTION RECEIVED |
| Friday, August 15, 2025 | TEAS/EMAIL CORRESPONDENCE ENTERED |
| Tuesday, September 9, 2025 | FINAL REFUSAL E-MAILED |
| Tuesday, September 9, 2025 | NOTIFICATION OF FINAL REFUSAL EMAILED |
| Tuesday, September 9, 2025 | FINAL REFUSAL WRITTEN |
| Thursday, June 5, 2025 | NOTIFICATION OF NON-FINAL ACTION E-MAILED |
