Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Michael Jacobs is a financial advisor with Cetera Investment Advisers LLC. James has been in the financial industry since 1987. James is registered with the state of Minnesota as an investment advisor representative. James is also registered with FINRA as a registered representative. James has a Series 6, Series 63 and SIE license. James also has a Chartered Financial Consultant designation. James is associated with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC offers advisory services, including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and other investment related services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
10/26/2023 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
01/22/1991 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST CLOUD MN)
MN
09/21/1988 - 10/18/2021
CRI SECURITIES, LLC (ST CLOUD MN)
NA
09/25/1987 - 09/21/1988
CONSOLIDATED RESOURCES, INC.
NA
06/25/1987 - 09/30/1987
KCL SERVICE COMPANY
BC
Issued 10/6/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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