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Working together to help you achieve what truly matters to you
1070 Douglas Street 5th Floor Victoria, BC V8W 2C4Map
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)!
Jeffrey Jakobsen: Vice President, Portfolio Manager, Investment Advisor
If you’ve been Googling, asking friends and colleagues, or submitting random inquiries in your quest to find a financial advisor, you’ve likely encountered a lot of financial retirement planners or advisors focused on just high-net worth individuals and groups.
I'm not like that.
Though I absolutely provide services to those demographics I am also on a quest. A quest to work with clients ready to collaborate to build a fully customized plan for every unique chapter of your personal or professional life. Plans that consider the whole picture; individual or family needs, goals, risk tolerance, tax situations, estates + all the other stuff that is truly important to you. I want to be a part of creating your 'anything is possible' financial-future.
The hard work was put forth to earn some notable and uncommon professional certifications* (yes, I have a few nerdy letters at the end of my name) that, when combined with my approach to investment strategy, directly benefit clients. To get specific:
Branch Office: (250) 356-4104
Branch Fax: (250) 356-4166
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
You have questions, we have answers. Let's have a quick chat.