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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 Jacobson is a financial advisor with over 25 years of experience in the industry. Jeffrey is currently registered with Osaic Wealth, Inc. and is licensed to provide financial services in 52 states. In addition to his work with Osaic Wealth, Inc., Jeffrey is also involved in the Cottleville-Weldon Spring Chamber of Commerce. Jeffrey is committed to providing his clients with personalized financial advice and guidance.
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
MO
06/20/2024 - Present
Osaic Wealth, Inc. (WELDON SPRING MO)
MO
05/07/2020 - 06/14/2024
SECURITIES AMERICA, INC. (WELDON SPRING MO)
MO
10/20/2005 - 05/11/2020
VOYA FINANCIAL ADVISORS, INC. (LAKE ST. LOUIS MO)
MA
06/04/2003 - 10/14/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
KS
08/14/1998 - 01/31/2003
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 02/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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