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Colleen Jacobson

Saturna Capital Corp.

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About Colleen Jacobson

Colleen Jacobson is a registered investment advisor representative with Saturna Capital Corp. in Bellingham, Washington. Colleen has been in the industry for 1 year, and her professional experience includes roles with Saturna Capital, Faith Lutheran Church, Boys and Girls Clubs, Western Washington University, and Saturna Brokerage Services. Colleen specializes in providing financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles, as well as pension consulting.

Firm Information

Colleen Jacobson is currently registered with Saturna Capital Corp.. Saturna Capital Corp. is an investment advisor based in BELLINGHAM, WA. They manage $8,394,714,767 in assets for 111 clients, primarily investment companies, charitable organizations, and high-net-worth individuals. They offer financial planning, pension consulting, and portfolio management for individuals, investment companies, and pooled investment vehicles. They also participate in wrap fee programs.
Saturna Capital Corp.

1300 N STATE ST.

BELLINGHAM, WA 98225-4730

$8.39B

Assets Under Management

26

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Colleen Jacobson’s Registration & Firm History

WA

04/04/2022 - Present

Saturna Capital Corp. (BELLINGHAM WA)

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Licenses & Designations

BOTH

Issued 06/18/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2023

Series 4 - Registered Options Principal Examination

BC

Issued 05/05/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Jacobson.
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