Michael Jacobs is a registered investment advisor, based in Medina, MN, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold.
Location
805 Meander Court, Medina, MN, 55340
Get directionsHistory
Regulatory History (1)
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.
Customer Dispute
November 2007Settled
Other Business Activities
Michael is the CEO of Jacobs Investment Advisors, which he uses as a DBA for business accounting and reporting. He spends minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2023 - Present · 3 yrs 5 mos
Raymond James Financial Services Advisors, INC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - May 2023 · 12 yrs 4 mos
Wells Fargo Clearing Services, LLC
January 2011 - May 2023 · 12 yrs 4 mos
Wells Fargo Investments, LLC
December 2004 - January 2011 · 6 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
December 2000 - August 2002 · 1 yr 8 mos
Wells Fargo Investments, LLCBroker
December 2000 - January 2011 · 10 yrs 1 mo
Wells Fargo Brokerage Services, L.L.C.Broker
October 1997 - December 2000 · 3 yrs 2 mos
State Registrations5 states
AZFLILMNNM
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.
More Advisors
- Charles Thauwald, CFPStrategic Advisers LLC
- Garret Bartel, CFPStrategic Advisers LLC
- Joshua Baltzer, CFPWells Fargo Advisors
- Derrick Avelar, CFPSimplicity Wealth
- Qing Huang, CFPTransamerica Financial Advisors, LLC
- Brandon Prell, CFP, ChFCEdward Jones