Jeffrey Raymond Jacobson

Current Employers

Employment History

• 12/2008 → Present
  Jacobson Financial Group Investments & Insurance Llc
  Weldon Spring, MO
• 09/2014 → 05/2020
  Voya Financial Advisors
  Lake St. Louis, MO
• 05/2020 → 06/2024
  Securities America, Inc.
  Weldon Spring, MO
• 05/2020 → 06/2024
  Securities America Advisors
  Weldon Spring, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Weldon Spring, MO
• 06/2024 → Present
  Osaic Wealth, Inc.
  Weldon Spring, MO
• 11/2021 → Present
  Bridgehead Financial Group, Llc
  Weldon Springs, MO

Previous Registrations

• 2020-05-07 → 2024-06-14
  Securities America Advisors, Inc.
  Ofallon, MO
  Weldon Spring, MO
• 2005-11-08 → 2020-05-11
  Voya Financial Advisors, Inc.
  Belleville, IL
  St Louis, MO
  Overland Park, KS
  Lake St. Louis, MO

Other Businesses

1. INSURANCE SALES POSITION: Agent NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/05/2020 ADDRESS: 500 Huber Park Ct. STE 208, Weldon Spring, MO 63304 DESCRIPTION: Insurance Sales based on client needs 2. JFG TAX SERVICES POSITION: Owner NATURE: Tax Prep Services INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/05/2020 ADDRESS: 12 Quaint Cottage Ct, OFallon MO 63368, United States DESCRIPTION: Help clients with individual and sole-prop tax preparation services during tax season 3. BRIDGEHEAD FINANCIAL GROUP, LLC POSITION: PGL / Advisor NATURE: Bridgehead Financial Group, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/01/2021 ADDRESS: 500 Huber Park Court, Suite 208, Weldon Spring MO 63304, United States DESCRIPTION: It is the Branch name for the 28+ Advisors that I supervise as OSJ/PGL. It may also be used in Succession Plan opportunities and some Advisors could also use it as their DBA, if they wish. Lastly, it will be used to help recruit new Advisors to the Group. Current website addresses: www.bridgeheadfg.com and www.soarwithbfg.com - points to a Future Rep page on main Bridgehead website Bridgehead Financial Group is also my primary client facing DBA. In the past, I used Jacobson Financial Group Investments and Insurance LLC. Since mid-2021, I have phased out JFGII and moved everything into Bridgehead Financial Group, LLC. 4. COTTLEVILLE-WELDON SPRING CHAMBER OF COMMERCE POSITION: Board Member NATURE: Chamber of Commerce Organization INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 2 START DATE: 12/12/2024 ADDRESS: 5342 Highway N, Cottleville MO 63304, United States DESCRIPTION: It is a voluntary position to help foster business growth in the community. Assist the Chamber President in setting up meetings, networking events, ribbon cuttings and other local functions that bring both business leaders and the community together.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-02-08
• S63 Uniform Securities Agent State Law Examination
  1998-09-28