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Jeffrey Raymond Jacobson

Advisor at OSAIC — Arcola, IL

Updated today

Credentials

Series 63, Series 65

Experience

27 years

Location

Arcola, IL 61910

OSAIC logo

OSAIC

Institution

Total advisors

7,828

Across 3,559 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Jeffrey Jacobson is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at multiple firms, including Bridgehead Financial Group, LLC, Securities America, Inc., and Voya Financial Advisors. Jacobson also serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce, contributing to local business initiatives. Osaic Wealth, Inc. serves a broad client base, including retail and institutional investors, offering brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs advanced portfolio construction tools and supports a range of investment platforms and third-party services.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Arcola, IL

310 E Springfield Rd Ste A

Arcola IL 61910

Advisors at this office

1

Most active in

Florida · Illinois · Missouri · Texas

Work history

27 years of industry experience

OSAIC

2024 - Present • 2 years

Weldon Spring, MO

OSAIC

2024 - Present • 2 years

Weldon Spring, MO

Bridgehead Financial Group, Llc

2021 - Present • 5 years

Weldon Springs, MO

Securities America, Inc.

2020 - 2024 • 4 years

Weldon Spring, MO

Securities America Advisors

2020 - 2024 • 4 years

Weldon Spring, MO

Voya financial Advisors

2014 - 2020 • 6 years

Lake St. Louis, MO

Jacobson Financial Group Investments & Insurance LLC

2008 - Present • 18 years

Weldon Spring, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jessica H

Series 66

Tuscola, IL

Edward Jones

Jessica Hanner is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. She worked previously for Tuscola Community Unit School District #301 from 2015 to 2021 before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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John B

Series 63, Series 66

Arcola, IL

Cambridge Investment Research Advisors

John Bennett is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Cambridge since 2016. Outside of his advisory role, Bennett is involved with Boyer and Sappenfield Investment Advisors as an owner and also provides tax planning and independent insurance services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm offers a comprehensive range of financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing both proprietary strategies and third-party solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Lisa B

CFP®, Series 63

Arcola, IL

Cambridge Investment Research Advisors

Lisa Boyer is a CFP® credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2016. She has 42 years of industry experience and has been co-owner of Boyer & Sappenfield Investment Advisors since 1983. Boyer serves on the boards of MacMurray College and the Parkland College Foundation, and coaches girls basketball for the Arcola School District. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals using a variety of portfolio management and model-based solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Ryan K

CFP®, ChFC®, Series 66

Arthur, IL

Edward Jones

Ryan Kleiss is a CFP®, ChFC®, and Series 66-registered financial advisor with Edward Jones, where he has worked since 2016. He has 19 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Business ownership considerations Family Business Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Values-based investing Religious/faith focused
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Stan B

Series 66

Arcola, IL

Cambridge Investment Research Advisors

Stan Boyer is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 17 years of industry experience and also operates Boyer & Sappenfield Investment Advisors, where he has been involved since 2004. Boyer serves on the board of the Arcola Museum in Illinois. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, trusts, and estates through a network of independent financial professionals. The firm offers financial planning, investment management, and retirement plan advisory services using a variety of strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed

Cory K

CFP®, Series 66

Tuscola, IL

Edward Jones

Cory Kleiss is a CFP® and Series 66-registered financial advisor with Edward Jones in Tuscola, IL, bringing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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