Jakobsen Asset Management
Jakobsen Asset Management
What Can I Do As Your Investment Advisor?
The jam here at JAM (Jakobsen Asset Management) is to build and grow investment portfolios and integrated financial wealth plans for every stage of life.
The focus is not just on an older demographic planning for retirement or experienced professionals embarking on big, new endeavours, I work with those committed to accumulating, building, and growing their wealth.
So if you’ve already achieved major milestones in life or if you’re just putting those important objectives in place, there is still so much more on the horizon! JAM is committed to supporting your financial future to infinity and beyond (or thereabouts)!
The focus is not just on an older demographic planning for retirement or experienced professionals embarking on big, new endeavours, I work with those committed to accumulating, building, and growing their wealth.
So if you’ve already achieved major milestones in life or if you’re just putting those important objectives in place, there is still so much more on the horizon! JAM is committed to supporting your financial future to infinity and beyond (or thereabouts)!
Who Is A JAM Client Really?
Investors that take the management of their assets wicked seriously.
JAM clients include:
JAM clients include:
- Innovative international and local Victoria entrepreneurs
- Experienced executives in a range of professional services
- Sophisticated and calculated corporations
- Savvy self-made business owners
- Knowledgeable family and group investors
- Discerning individual investors
- Investors committed to accumulating, building, and growing their wealth
Who Am I?
SHORT ANSWER: Jeffrey Jakobsen
MEDIUM ANSWER: Read My Bio
About Jeff
MEDIUM ANSWER: Read My Bio
About Jeff
- Started Young: Worked on the floor Toronto Stock Exchange at 16
- Got Lots of Education: Earned degrees in Public Affairs & Management and Sociology-Anthropology from Carleton University
- Has A Lot of Experience: Portfolio Manager & Investment Advisor | RBC Dominion Securities (12 years) Senior Investment Advisor, Canaccord Capital (10 years), Business Manager, Wheaton Group (4 years)
- I'm A Dad: I have two young sons, with whom I try very hard to keep up with on the ski hill and many other sporting activities
- Finds Time to Give Back: Co-Chair, ‘Eye-Appeal’, the annual major giving event for the Canadian National Institute for the Blind, Founder/Sponsor of the annual 'Paul Kwari Memorial Golf Tournament', an annual fundraiser for The Heart & Stroke Foundation of Canada
