Dirk Jacobs
Dirk Jacobs is a registered investment advisor at Independent Financial Group, LLC, based in Portland, OR, with 34 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
9900 SW Wilshire St, Ste 150, Portland, OR, 97225
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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
Dirk is an insurance agent offering various types of insurance products, dedicating minimal time to this activity. He is also the 100% owner of DCJACOBS INC., an entity set up as a tax conduit for accounting purposes only, also requiring minimal time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Concord Equity Group Advisors, LLC
The Concord Equity Group, LLC
The Concord Equity Group, LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.