Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Paul Jacobson is a financial advisor with over 20 years of experience in the industry. Jon is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial services in Arizona, Florida, Minnesota, South Dakota, and Wisconsin. Jon is a Registered Representative and Investment Advisor Representative with Raymond James. Jon provides financial planning, portfolio management, and other financial services. Jon has a strong background in investment management and financial planning. Jon is committed to providing clients with personalized financial advice to help them achieve their financial goals.
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
WI
05/21/2009 - Present
Raymond James Financial Services Advisors, Inc. (ST. CROIX FALLS WI)
IA
Issued 09/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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