Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jacobson is a financial professional with over 30 years of experience in the industry. Jeffrey is currently registered with Colliers Securities LLC and is a principal at the firm. Jeffrey has extensive experience in financial markets and a wide range of investment strategies. Jeffrey has previously been registered with Raymond James Financial Services, Inc., LM Financial Partners, Inc., Paine Webber Incorporated, and A. G. Edwards & Sons, Inc. Jeffrey provides financial advice to a diverse range of clients, including high net worth individuals, corporations, and institutions. Jeffrey's commitment to providing personalized service and sound financial advice has earned him a strong reputation in the industry.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MN
04/04/2012 - Present
Colliers Securities LLC (MINNEAPOLIS MN)
FL
10/31/2002 - 12/10/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
LA
11/16/1998 - 11/07/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NJ
05/24/1996 - 12/02/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
01/15/1993 - 05/30/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 10/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/03/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 3 - National Commodity Futures Examination
BC
Issued 01/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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