Jeffrey Duane Jacobson

Colliers Securities LLC

32 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Colliers Securities LLC

Compensation

Fee-Only (AUM)

Firm Size

28 advisors

Number of Clients

739 clients

Average Client Portfolio

$380K average

Assets Under Management

$280.7M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Minimum Annual Fee:$250

Location

90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402

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History

Regulatory History (1)

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Regulatory

October 2016

Final

View Full SEC Report How 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 · 22 yrs 8 mos

Colliers Securities LLCBroker

December 2002 - Present · 23 yrs 2 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

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.