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Jeffrey Jacobson

Advisor at OSAIC

Updated today

Location

Arcola, IL 61910

Credentials

Series 63, Series 65

Industry experience

27 years

About

Jeffrey Jacobson is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Voya Financial Advisors and Securities America. Outside of advisory work, he serves as a board member of the Cottleville-Weldon Spring Chamber of Commerce and owns a tax preparation service that assists clients during tax season. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and nonprofits. The firm employs a range of investment strategies supported by advanced portfolio management tools and offers access to multiple custodial platforms along with institutional and alternative investment solutions.

Client services

Based on OSAIC

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

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

310 East Springfield Rd

Arcola, IL 61910

Most active in

Florida · Illinois · Missouri · Texas

Work history

OSAIC

2024 - Present (2 years)

OSAIC

2024 - Present (2 years)

Bridgehead Financial Group, Llc

2021 - Present (5 years)

Securities America, Inc.

2020 - 2024 (4 years)

Securities America Advisors

2020 - 2024 (4 years)

Voya financial Advisors

2014 - 2020 (6 years)

Jacobson Financial Group Investments & Insurance LLC

2008 - Present (18 years)

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

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John B

Series 63, Series 66

Arcola, IL

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John Bennett is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliated broker-dealer since 2016 and previously worked at Transamerica Financial Advisors. Outside of his advisory role, Bennett owns Boyer and Sappenfield Investment Advisors and is involved in tax planning and independent insurance sales. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement plan advisory, with investment advice delivered at the advisor level using various platforms and strategies.

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Lisa B

CFP®, Series 63

Arcola, IL

Cambridge Investment Research Advisors

Lisa Boyer is a CFP® professional with 42 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. Prior to this, she worked for Transamerica Financial Advisors, Inc. for 25 years and has been involved with Boyer & Sappenfield Investment Advisors since 1983. She serves on the boards of MacMurray College and Parkland College Foundation and is active in local community roles including coaching girls basketball and participating in the Arcola Economic Development Committee. Cambridge Investment Research Advisors, Inc. serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a range of investment strategies.

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CFP®, ChFC®, Series 66

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Edward Jones

Ryan Kleiss is a financial advisor with Edward Jones in Arthur, Illinois, holding CFP®, ChFC®, and Series 66 designations and having 18 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 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, operating under a fiduciary standard.

Business ownership considerations Family Business Business succession planning General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional
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Stan B

Series 66

Arcola, IL

Cambridge Investment Research Advisors

Stan Boyer is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 license and 17 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2016 and previously at Transamerica Financial Advisors, Inc. from 2009 to 2016. Boyer also serves on the board of the Arcola Museum. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, discretionary and non-discretionary portfolio management, and retirement plan advisory services utilizing various account platforms and third-party strategists.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive

Cory K

CFP®, Series 66

Tuscola, IL

Edward Jones

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