JACOBSON WEALTH MANAGEMENT
Live / Applied — Final refusal maintained — action continuing final mailed (as of 13 Mar 2026)
What this means for you
Not registered yet, but its 15 Nov 2024 filing date beats anything filed after it. If it registers, the owner can stop confusingly similar uses in the classes it covers.
Record
- Serial number
- 98856041
- Mark type
- Stylized text
- Filed
- 15 Nov 2024
Goods and services
- Class 036 — Insurance and financial 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
Owner
- Jacobson Wealth Management, Napa, CA, US
Prosecution history
- 13 Mar 2026 — NOTIFICATION FOR REQ FOR RECON DENIED NO APPEAL FILED
- 13 Mar 2026 — ACTION FOR REQ FOR RECON DENIED NO APPEAL FILED E-MAILED
- 13 Mar 2026 — ACTION REQ FOR RECON DENIED NO APPEAL FILED COUNTED NOT MAILED
- 24 Feb 2026 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 23 Feb 2026 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 23 Feb 2026 — TEAS REQUEST FOR RECONSIDERATION RECEIVED
- 26 Nov 2025 — APPLICATION EXTENSION GRANTED/RECEIPT PROVIDED
- 26 Nov 2025 — APPLICATION EXTENSION TO RESPONSE PERIOD - RECEIVED
- 09 Sept 2025 — NOTIFICATION OF FINAL REFUSAL EMAILED
- 09 Sept 2025 — FINAL REFUSAL E-MAILED
- 09 Sept 2025 — FINAL REFUSAL WRITTEN
- 15 Aug 2025 — TEAS/EMAIL CORRESPONDENCE ENTERED
- 15 Aug 2025 — CORRESPONDENCE RECEIVED IN LAW OFFICE
- 15 Aug 2025 — TEAS RESPONSE TO OFFICE ACTION RECEIVED
- 05 Jun 2025 — NOTIFICATION OF NON-FINAL ACTION E-MAILED