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JJ
CFP · ChFC
JJ
CFP · ChFC

Jacqueline Jacobsen

Independent Financial Group, LLC
31 Years of Experience
Sneads Ferry, NC
4 DisclosuresBroker
View SEC Summary
View SEC Summary

Jacqueline Jacobsen is a CFP, ChFC-designated registered investment advisor at Independent Financial Group, LLC, based in Sneads Ferry, NC, with 31 years of industry experience. Jacqueline is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B in assets under management.

Independent Financial Group, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
541 advisors
Number of Clients
26,635 clients
Average Client Portfolio
$485K average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K2.00%
$500K - $1.0M2.00%
$1.0M - $2.0M2.00%
$2.0M - $5.0M2.00%
$5M+2.00%

Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.

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

Location

Sneads Ferry, NC

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History

Regulatory History (4)
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 2021
Final
Regulatory
May 2020
Final
Regulatory
April 2020
Final
Employment Separation After Allegations
August 2018
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jacqueline is the 100% owner of Sycamore Wealth Management, a DBA used for marketing purposes, dedicating about a quarter of her time. She also volunteers as a board member for the Investment and Wealth Institute, spending minimal time reviewing potential government policies.

Employment History
Current Registrations
Independent Financial Group, LLC
December 2018 - Present · 7 yrs 10 mos
Independent Financial Group, LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
July 2009 - September 2018 · 9 yrs 2 mos
Morgan Stanley
July 2009 - September 2018 · 9 yrs 2 mos
UBS Financial Services INC.
September 1998 - August 2009 · 10 yrs 11 mos
UBS Financial Services INC.Broker
September 1998 - August 2009 · 10 yrs 11 mos
Lincoln Financial Advisors CorporationBroker
March 1995 - October 1998 · 3 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
March 1995 - October 1998 · 3 yrs 7 mos
Nylife Securities INC.Broker
October 1994 - February 1995 · 4 mos
State Registrations15 states
AZCACOFLHIMIMTNCNYOHOKORTNTXWA
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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