Why is JAM Different?
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.

We're not like that.

Though JAM absolutely provide services to those demographics, we are 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
  • insurance
  • + all the other stuff that is truly important to you. 
We want to be a part of creating your 'anything is possible' financial future.

Nerdy Letters That Benefit Your Portfolio

The hard work was put forth to earn some notable and uncommon professional designations* (yes, Jeff has a few nerdy letters at the end of his name) that, when combined with his approach to investment strategy, may directly benefit clients. To get specific:

  • DMS - Derivatives Market Specialist
  • CIM® - Chartered Investment Manager
  • PFP® - Professional Financial Planner
  • Discretionary Investment Qualified
  • Life Insurance Advisor with TD Wealth Insurance Services

*Jeffrey Jakobsen is one of the few advisors who holds the Derivatives Market Specialist designation on Vancouver Island allowing him to use derivative strategies to help hedge against downside risk.

JAM embraces TD Wealth's Four Pillar philosophy of Wealth Management

  1. Building Net Worth
  2. Tax Efficient Strategies
  3. Protecting What Matters
  4. Leaving a Legazy
We endeavour to provide superior investment results with a keen eye to risk control and investment myth-busting. If you're curious to learn our house view on GICs, market timing, forecasts, and more, visit our video page below.
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