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As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services
- Asset Management
- Estate Planning
- Family Consulting
- Wealth Management
- 529 Plans
- Alternative Investments
- Cash Management
- Financial Planning
- Fixed Income
- Lending Services
- Long Term Care Insurance
- Municipal Bonds
- Private Banking
- Qualified Plans
- Retirement Planning
- Education Planning
- Exchange Traded Funds
- Annuities
- Certificates of Deposit
- 401k Rollovers
Education and Licensing
- MBA - Finance
Fairleigh Dickinson
Madison, NJ - Bachelor of Arts
University of New Hampshire
Durham, NH - Guided Portfolio Management Program
Smith Barney - Series 7 - General Securities Representative
- Series 31 - Managed Futures & Commodities
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life & Health Insurance Licensed
- Financial Planning Specialist Designation
Honors and Recognition
- Cum Laude - University of New Hampshire
Business Experience
- 1997
- Present: Morgan Stanley Smith Barney
Financial Advisor
Financial Planning Specialist
Little Falls, NJ - 1979
- 1996: Nesor Alloy Corporation
Vice President / Director of Operations
West Caldwell, NJ
Bulletin Board
The finest compliment we can receive is a referral from our friends and clients.
Reevaluate your investment strategy. For a free consultation, Request an Appointment or call me.
Are you being offered an early retirement package? Visit our Product & Service Materials link for the IRA Rollover Guide to Lump Sum Distributions.
John C. Jacobsen is licensed in the following state(s):
AZ, CA, CO, CT, FL, GA, IA, MA, MD, MN, NC, NH, NJ, NY, PA, SC, TX, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney ("MSSB") reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. MSSB does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley Smith Barney.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst .
