GJ
CFP
GJ
CFP

Gina Cornelia Jacobson

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
9 advisors
Number of Clients
1,743 clients
Average Client Portfolio
$616K average
Assets Under Management
$1.1B

Fee Structure

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Location

4380 S Macadam Avenue, Suite 350, Portland, OR, 97239

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Gina is a 23.33% owner of McKenzie Investment Group, LLC, along with her parents and siblings, since 2020. The company acquires real property to hold for long-term appreciation, and Gina is a non-managing member dedicating minimal time to the business.

Employment History
Current Registrations
Vision Capital Management INC
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cetera Investment Advisers LLC
February 2018 - June 2022 · 4 yrs 4 mos
Cetera Investment Services LLCBroker
February 2018 - June 2022 · 4 yrs 4 mos
Waddell & Reed
January 2017 - December 2017 · 11 mos
Waddell & ReedBroker
October 2016 - December 2017 · 1 yr 2 mos
State Registrations1 state
OR
Advisor
Exams
No exam information available for this advisor.