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Jeffrey Duane Jacobson

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
28 advisors
Number of Clients
739 clients
Average Client Portfolio
$380K average
Assets Under Management
$280.7M

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250

Colliers Securities offers both wrap and non-wrap programs. In the Colliers Director Program (non-wrap), you'll pay an advisory fee that is negotiable up to a maximum of 2.5% annually, billed quarterly. Ticket charges also apply for each transaction. The minimum account size is $25,000, and the minimum annual advisory fee is $250. In the Envestnet and Dana Direct wrap programs, you'll pay an advisory fee to Colliers Securities, plus a program fee to Envestnet or Dana. The advisory fee is negotiable up to a maximum of 2.5% annually, billed quarterly. The Envestnet program fees vary based on the program selected. The Dana Direct program minimum account size is negotiable.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

90 South Seventh Street, Suite 4300, Minneapolis, MN, 55402

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Regulatory History (1)
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Regulatory
October 2016
Final
Other Business ActivitiesSells Insurance

Jeffrey is the President of Colliers Insurance Agency since 2018 and a passive owner of an apartment building since 2022. He also serves as a Trustee for the NDSU Foundation Board.

Employment History
Current Registrations
Colliers Securities LLC
June 2003 - Present · 22 yrs 7 mos
Colliers Securities LLC Broker
December 2002 - Present · 23 yrs 1 mo
Previous Registrations
Raymond James Financial Services, INC.Broker
October 2002 - December 2002 · 2 mos
Lm Financial Partners, INC.Broker
November 1998 - November 2002 · 4 yrs
Painewebber Incorporated Broker
May 1996 - December 1998 · 2 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
January 1993 - May 1996 · 3 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Duane Jacobson - Financial Advisor | AdvisorDiscover