Katherine Jacobson
Katherine Jacobson is a CFP, ChFC-designated registered investment advisor at Sanford C. Bernstein & CO., LLC, based in Minneapolis, MN, with 9 years of industry experience. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $1.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
225 South 6th Street, Minneapolis, MN, 55402
Get directionsHistory
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
Katherine sells and services fixed insurance products, including life, annuities, disability income, long-term care, health, and group insurance, dedicating minimal time to this. She also participates in several mentorship and board member roles, and owns Bold Ventures LLC, where she speaks on non-investment related topics.
Employment History
Current Registrations
Alliancebernstein L.P.
Sanford C. Bernstein & CO., LLCBroker
Sanford C. Bernstein & CO., LLC
Previous Registrations
Principal Securities, INC.Broker
Principal Securities, INC.
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.