David Jacobs is a CFP-designated registered investment advisor, based in St Cloud, MN, with 22 years of industry experience.
Location
1407 33rd St S, St Cloud, MN, 56301
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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
David is an agent/broker for Jacobs Financial and North Star Consultants & Brokerage, and owner of JF Legacy Properties LLC, Jacobs Lake Properties LLC, and David M. Jacobs & Associates, Inc. He spends a few hours per week on fixed insurance sales and about 10-20% of his time on personal real estate.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations27 states
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