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 RESPONSE AFTER NON-FINAL ACTION - ENTERED as of Friday, August 15, 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
jacobson wealth management

General Information


Serial Number98856041
Word MarkJACOBSON WEALTH MANAGEMENT
Filing DateFriday, November 15, 2024
Status661 - RESPONSE AFTER NON-FINAL ACTION - ENTERED
Status DateFriday, August 15, 2025
Registration Number0000000
Registration DateNOT AVAILABLE
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements


Goods and ServicesFinancial 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 Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateFriday, November 15, 2024
Primary Code036
First Use Anywhere DateSunday, December 21, 2008
First Use In Commerce DateSunday, December 21, 2008

Trademark Owner History


Party NameJacobson Wealth Management
Party Type10 - Original Applicant
Legal Entity Type03 - Corporation
AddressNapa, CA 94559

Trademark Events


Event DateEvent Description
Friday, November 15, 2024NEW APPLICATION ENTERED
Wednesday, April 23, 2025ASSIGNED TO EXAMINER
Friday, November 15, 2024NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Wednesday, May 28, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Monday, April 28, 2025NON-FINAL ACTION WRITTEN
Monday, April 28, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Monday, April 28, 2025NON-FINAL ACTION E-MAILED
Wednesday, May 28, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, May 28, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 5, 2025NOTIFICATION OF NON-FINAL ACTION E-MAILED
Thursday, June 5, 2025NON-FINAL ACTION WRITTEN
Friday, August 15, 2025CORRESPONDENCE RECEIVED IN LAW OFFICE
Friday, August 15, 2025TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, August 15, 2025TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, June 5, 2025NON-FINAL ACTION E-MAILED