Jeffrey Jacobsen
Jeffrey Jacobsen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Omaha, NE, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
125001 I Street, Suite 160-146, Omaha, NE, 68137
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is the registered agent for J2 Financial Services and an independent contractor for Stuart Advisors, dedicating minimal time to each. He also sells non-variable insurance products including term insurance, fixed annuities, and long-term care, spending a few hours per week on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Kirkpatrick, Pettis, Smith, Polian INC.Broker
Robert W. Baird & CO. IncorporatedBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.