Jeffrey Jacobson
Jeffrey Jacobson is a registered investment advisor at RBC Capital Markets, LLC, based in Boston, MA, 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 Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
53 State Street, Suite 3600, Boston, MA, 02109-1875
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2008Customer Dispute
March 1999Other Business Activities
Jeffrey is a committee/council member at Temple Sinai, offering guidance on general allocation questions. This requires minimal time commitment.
Employment History
Current Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
RBC Capital Markets, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations33 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.