AJ
AJ

Arne Richard Jacobsen

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
248 advisors
Number of Clients
22,917 clients
Average Client Portfolio
$330K average
Assets Under Management
$7.6B

Fee Structure

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Location

3923 E State Street, Rockford, IL, 61108

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Arne owns Jacobsen Insurance Services as an independent insurance agent since 1974, dedicating a few hours per week. He is also the president and a board member of Miracle Mile Rockford, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Harbour Investments, INC.Broker
August 2009 - Present · 16 yrs 6 mos
Harbour Investments, INC.
August 2009 - Present · 16 yrs 6 mos
Previous Registrations
Mutual Service Corporation
June 2000 - August 2009 · 9 yrs 2 mos
Mutual Service CorporationBroker
January 1992 - August 2009 · 17 yrs 7 mos
Geneva Securities,inc.Broker
July 1987 - December 1991 · 4 yrs 5 mos
A.S.A. Investment CompanyBroker
August 1985 - February 1988 · 2 yrs 6 mos
The Great-West Life Assurance CompanyBroker
June 1985 - January 1992 · 6 yrs 7 mos
Pruco Securities CorporationBroker
August 1983 - December 1986 · 3 yrs 4 mos
State Registrations11 states
COFLHIILINMIMNNVVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.