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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Jacobsen is a financial advisor with over 40 years of experience in the financial services industry. Jeffrey is a Registered Representative and Investment Advisor Representative with Raymond James Financial Services Advisors, Inc.. Jeffrey has experience working with a wide range of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Jeffrey holds licenses in multiple states, including Florida, Nebraska, and Texas. Jeffrey has also been involved in various other businesses, including J2 Financial Services, where he serves as an owner, and Stuart Advisors, where he is an independent contractor.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NE
03/05/2019 - Present
Raymond James Financial Services Advisors, Inc. (OMAHA NE)
NE
03/05/1997 - 04/13/1999
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
WI
10/11/1994 - 03/31/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
03/24/1982 - 10/28/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/11/1982 - 10/28/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/11/1982 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 02/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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