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Kristin Kay Jacobson

NFP Retirement Inc.

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About Kristin Kay Jacobson

Kristin Jacobson is an investment advisor representative associated with NFP Retirement Inc. Kristin is registered as an Investment Advisor Representative in Maryland, North Carolina, and Virginia. Kristin specializes in providing financial planning services, pension consulting, and selection of other advisers. Kristin has been in the financial industry for over 20 years. Kristin's previous experience includes working for NFP Securities, Inc., Askar Corp., and Financial Network Investment Corporation.

Firm Information

Kristin Jacobson is currently registered with NFP Retirement Inc.. NFP Retirement Inc. is an investment advisor headquartered in Aliso Viejo, CA. With over 130 investment advisor representatives, NFP Retirement Inc. provides investment advisory services to a variety of clients, including individuals, businesses, and pension and profit-sharing plans. The firm has over $96 billion in regulatory assets under management. NFP Retirement Inc. offers financial planning, pension consulting, and portfolio management services. They also provide research reports on 401(k) plans and diligence on investment lineups.
NFP Retirement Inc.

120 VANTIS

ALISO VIEJO, CA 92656

$96.45B

Assets Under Management

30

Total Clients

126

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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research reports on 401(k) plans / diligence on investment lineups

Research reports on 401(k) plans / diligence on investment lineups

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kristin Jacobson’s Registration & Firm History

MD

08/22/2024 - Present

NFP Retirement Inc. (Bethesda MD)

MN

12/16/2010 - 07/27/2012

NFP SECURITIES, INC. (BLOOMINGTON MN)

MN

12/02/2004 - 09/01/2010

ASKAR CORP. (MINNEAPOLIS MN)

NY

12/02/2003 - 11/05/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

NY

11/14/1997 - 12/02/2003

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

CA

07/24/1996 - 10/09/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 08/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristin Kay Jacobson.
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