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Jeffrey Jacobson

Colliers Securities LLC
33 Years of Experience
Minneapolis, MN
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Jacobson is a registered investment advisor at Colliers Securities LLC, based in Minneapolis, MN, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 816 clients with $330M in assets under management.

Colliers Securities LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
816 clients
Average Client Portfolio
$404K average
Assets Under Management
$329.6M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.50%
$250K - $500K2.00%
$500K+1.50%

Fees are negotiable. Envestnet and Dana wrap programs include separate program fees and third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

90 South Seventh Street, Suite 3300, Minneapolis, MN, 55402

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2016
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the President of Colliers Insurance Agency since 2018 and a passive owner of an apartment building since 2022. He also serves as a Trustee for the NDSU Foundation Board.

Employment History
Current Registrations
Colliers Securities LLC
June 2003 - Present · 23 yrs 4 mos
Colliers Securities LLCBroker
December 2002 - Present · 23 yrs 10 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2002 - December 2002 · 2 mos
Lm Financial Partners, INC.Broker
November 1998 - November 2002 · 4 yrs
Painewebber IncorporatedBroker
May 1996 - December 1998 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
January 1993 - May 1996 · 3 yrs 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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