JV
JV

Jacob Vanbinsbergen

Billings, MT
May Earn Commission

Jacob Vanbinsbergen is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Billings, MT. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1001 S 24th St W, Ste 315, Billings, MT, 59102

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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

Jacob is an advisor for Molly VanBinsbergen PC, secretary for Big Sky Christian Education Foundation, and a project manager for Civil Design and Engineering. These activities are not investment related and take about 10-20% of Jacob's time.

Employment History
Current Registrations
State Registrations1 state
MT
Advisor

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.