Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacobson is a financial advisor with Focus Financial. Michael is a Registered Investment Advisor (RIA) and a Broker-Dealer. Michael is based in Minneapolis, Minnesota and has been in the industry since 1992. Michael has a Series 63, Series 65, Series 7 and SIE licenses. Focus Financial is an RIA that provides financial planning, portfolio management, and pension consulting. Focus Financial manages approximately $5.4 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
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.
Percentage of assets under management with third party manager
1
2
MN
01/28/2008 - Present
Focus Financial (Minneapolis MN)
NA
12/09/1996 - 01/03/1997
ROYAL ALLIANCE ASSOCIATES, INC.
MN
07/13/1992 - 12/16/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/1992 - 12/09/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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