Jeffrey Jacobson
Jeffrey Jacobson is a registered investment advisor at Colliers Securities LLC, based in Minneapolis, MN, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 739 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colliers Securities offers investment advisory services through different programs.
Colliers Director Program (Non-Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee covers investment advice and reporting but doesn't include ticket charges for trades or custodial fees.
Dana Direct Program (Wrap): Clients pay an annual advisory fee, negotiable up to 2.5% of assets, billed quarterly. This fee includes investment advice and reporting but doesn't include ticket charges for trades or custodial fees. Dana Investment Advisors also assesses their own fee.
Envestnet Programs (Wrap): Clients pay an annual advisory fee to Colliers Securities, plus a separate Envestnet program fee. These fees are charged quarterly. The Envestnet program fee covers transaction costs and account administration. The advisory fee may be negotiable.
Location
90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402
Get directionsHistory
Regulatory History (1)
Regulatory
October 2016Other 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
Colliers Securities LLCBroker
Previous Registrations
Raymond James Financial Services, INC.Broker
Lm Financial Partners, INC.Broker
Painewebber IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations51 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.