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.
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.
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.
Nerdy Letters That Benefit Your Portfolio
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:
*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.
- DMS - Derivatives Market Specialist
- CIM® - Chartered Investment Manager
- PFP - Professional Financial Planner
- Discretionary Investment Qualified
- Licensed Life Insurance Advisor, 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.
