Jacqueline Jacobsen
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. 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
Sneads Ferry, NC
Get directionsHistory
Regulatory History (4)
Regulatory
October 2021Regulatory
May 2020Regulatory
April 2020Employment Separation After Allegations
August 2018Other 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
Independent Financial Group, LLCBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Nylife Securities INC.Broker
State Registrations15 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.