Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karsten? Claim Your ProfileKarsten Jacobson is a financial advisor who has been in the industry since 2016. Jacobson is registered with Raymond James Financial Services Advisors, Inc. and is based in Ponte Vedra Beach, FL. Karsten has a Series 7, Series 66, and SIE license, and is also a Certified Financial Planner. Jacobson's previous experience includes working for Edward Jones and Camarda Wealth Advisory. Jacobson is currently registered in 13 states: Colorado, Florida, Georgia, Indiana, Louisiana, Maryland, North Carolina, Pennsylvania, Texas, Virginia, and West Virginia.
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
FL
11/19/2020 - Present
Raymond James Financial Services Advisors, Inc. (Ponte Vedra Beach FL)
FL
03/02/2016 - 11/03/2020
EDWARD JONES (Ponte Vedra Beach FL)
BOTH
Issued 03/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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