Jeffrey R. Jacobson
Jacobson Financial Group
This adviser will provide you with a COMPLIMENTARY initial consultation
Minimum client assets required: $10,000
Minimum client income required: No minimum required
Title: Financial Advisor
Offering advice since: 1998
Areas of focus:
- Business planning
- Elder Issues (long-term care, pre-mortem planning)
- Educational Planning
- Insurance (risk management, disability insurance)
- Life Planning
- Medical and Health Issues
- Portfolio Management
- Retirement Planning
Further information about Jeffrey R. Jacobson:
In 1998, I started my Financial Advising carrier with Waddell & Reed in St. Paul, MN. During that time, I helped clients with their investment planning decisions. It could have been as simple as Asset Allocation to a full blown Financial Plan. These client relationships have weathered market ups and downs. I am pleased to say that the majority of these clients are still with me today even though I have brought my business to St. Louis, MO. This is further testament of the education process we put our clients through and building a true advisor/client relationship.
In June of 2003, I left Waddell & Reed to join the John Hancock Financial Network in Ellisville, MO. During this time, I received more extensive training on Insurance based products to help compliment my already over 5 years of investment training.
In October 2005, my business partner and I left John Hancock to form our own Independent Financial Services firm. We wanted to be an unbiased resource for our clients and give them opportunities to own the best products that the market had to offer.
So if you are looking for someone that constantly challenges the marketplace to produce the best results for you and will help educate you on the process, then give us a call.
Compensation and Fee Structures:
Compensation is always discussed prior to any sale, can be either commission or fee only.
Licenses, Certifications & Affiliations:
* Currently hold Series 6, 63, 65 and 26
* State insurance licenses in Life, Accident and Health
* Certification received: CFS and working toward CFP
* Member of O'Fallon Chamber of Commerce and Financial Services Institute
BA in Business Administration and Economics from the University of Wisconsin-Eau Claire in 1994
Will provide references upon request?
Further information about Jacobson Financial Group:
(Size of firm: 0-9 advisors)
Jacobson Financial Group is a team of financial advocates dedicated to helping people potentially grow and protect their assets. For more than ten years, we have served as a resource to family owned businesses, emerging entrepreneurs, families and individuals. We continually navigate through our clients' continually evolving needs, to develop and implement financial strategies designed exclusively for them. Our clients benefit from high quality service and industry knowledge that is backed by an all inclusive network of industry resources and business partners (including our Broker Dealer, ING Financial Partners) ready to meet new tax laws, industry changes, and market insights.
Contact Information for Jeffrey R. Jacobson
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Fax: (636) 547-3010
Address for Jeffrey R. Jacobson:
2977 Highway K
OFallon, MO, 63368
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