Jeffrey John Jacobsen

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2019-03-05
FL	RA	APPROVED	2015-02-11
NE	RA	APPROVED	2009-01-02

TX RA
APPROVED_RES

Since 2019-03-05
FL RA
APPROVED

Since 2015-02-11
NE RA
APPROVED

Since 2009-01-02

Branch Locations

125001 I Street Suite 160-146, Omaha, NE 68137 • United States

2081 Se Ocean Blvd Suite 1B, Stuart, FL 34996 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Raymond James Financial Services, Inc.	Omaha	NE	03/1999	Present
Raymond James Financial Services Advisors, Inc	Omaha	NE	01/2009	Present
J2 Financial Services	Stuart	FL	01/2020	Present
Stuart Advisors	Stuart	FL	08/2024	Present

03/1999 → Present

Raymond James Financial Services, Inc.

Omaha, NE
01/2009 → Present

Raymond James Financial Services Advisors, Inc

Omaha, NE
01/2020 → Present

J2 Financial Services

Stuart, FL
08/2024 → Present

Stuart Advisors

Stuart, FL

Other Businesses

(1)Name of Business: J2 Financial Services Address: 2081 SE Ocean Blvd Ste 1B, Stuart, FL, 34996, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: NO Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Registered Agent (2)Name of Business: Jeffrey Jacobsen Address: 2081 SE Ocean Blvd Ste 1B, Stuart, FL, 34996, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sale of non-variable term insurance, fixed annuities, long term care (3)Name of Business: Stuart Advisors Address: 2081 SE Ocean Blvd Ste 1B, Stuart, FL, 34996-3326, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are required to submit a DBA request to specify a location on our website. We do not use this formally as a DBA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1988-02-12

S63 Uniform Securities Agent State Law Examination

1988-02-12

View on SEC IAPD