Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Jacobson is a financial advisor who has been in the industry since 1991. Shawn is a Certified Financial Planner and Chartered Financial Consultant. Shawn is currently registered with Northrock Partners, LLC. Shawn has experience in the financial industry and has worked for several firms including Crown Capital Securities, L.P., ING America Equities, Inc., Washington Square Securities, Inc., Pruco Securities Corporation, IAI Securities, Inc., Money Concepts Capital Corp, and Kober Financial Corp. Shawn specializes in providing financial planning, portfolio management for individuals and businesses, and consulting services.
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.
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.
Consulting
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
MN
01/04/2023 - Present
Northrock Partners, LLC (MINNEAPOLIS MN)
MN
05/01/2002 - 12/31/2007
CROWN CAPITAL SECURITIES, L.P. (BLOOMINGTON MN)
PA
12/21/2001 - 02/01/2002
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CT
04/16/2001 - 12/21/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NJ
02/25/1998 - 10/30/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MN
06/30/1994 - 12/10/1996
IAI SECURITIES, INC. (MINNEAPOLIS MN)
FL
06/18/1993 - 02/14/1994
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
CO
10/09/1991 - 12/18/1991
KOBER FINANCIAL CORP. (ENGLEWOOD CO)
BC
Issued 10/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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