Jakobsen Asset Management
Jakobsen Asset Management
What Can We Do As Your Investment Team?
Our JAM (Jakobsen Asset Management) is to use integrated wealth plans to build, grow and protect client wealth. We bring a Bay Street experience to Douglas Street.
Our focus is not just on an older demographic planning for retirement or experienced professionals embarking on big, new endeavours. We work with those committed to accumulating, building, and growing their wealth.
No matter what major milestones you have already achieved, there is still so much more on the horizon. JAM is committed to supporting your financial future to infinity and beyond (or thereabouts)!
Our focus is not just on an older demographic planning for retirement or experienced professionals embarking on big, new endeavours. We work with those committed to accumulating, building, and growing their wealth.
No matter what major milestones you have already achieved, 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 Are We?
We are a Dedicated Team of Experienced Financial Industry Professionals:
Jeffrey Jakobsen, Senior Portfolio Manager, and Investment Advisor with over 30 years of experience in financial services.
Kane Romanoff, Associate Investment Advisor, with 8 years experience in the industry and valuable wealth planning expertise.
Jessica Rowe, Client Relationship Associate, brings skill and professionalism to her role on our team.
Samuel Mosky, Administrative Associate, brings exceptional customer service experience and banking know-how to his role.
Jeffrey Jakobsen, Senior Portfolio Manager, and Investment Advisor with over 30 years of experience in financial services.
Kane Romanoff, Associate Investment Advisor, with 8 years experience in the industry and valuable wealth planning expertise.
Jessica Rowe, Client Relationship Associate, brings skill and professionalism to her role on our team.
Samuel Mosky, Administrative Associate, brings exceptional customer service experience and banking know-how to his role.
