JAM Team

Jakobsen Asset Management

Our Team

Jeffrey Jakobsen

Jeffrey Jakobsen

Senior Portfolio Manager
Senior Investment Advisor

T: (250) 483-6210 | E: jeffrey.jakobsen@td.com 

Who Am I?

SHORT ANSWER: Jeffrey Jakobsen
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

Make Time to Give Back: Previously was Co-Chair, ‘Eye-Appeal’, the annual major giving event for the Canadian National Institute for the Blind, and was also Founder/Co-Chair/Sponsor of the annual 'Paul Kwari Memorial Golf Tournament', an annual fundraiser for The Heart & Stroke Foundation of Canada

LONG ANSWER: My Approach

I've got a pretty personal and comfortable approach towards client relationships. Cultivating real client connections is important to me (i.e. annoying habits of your kids, amazing professional achievements, craziest vacation stories, family events and drama, die-hard team loyalties - Go Leafs! etc.). That’s why I work with you in the ways that work best for you:

  • IN-REAL-LIFE (Gozen is my 'go-to' lunch meeting spot - but am always open to suggestions)
  • By PHONE & EMAIL (Because it’s with me 24/7)
  • Chatting over VIDEO (You can 100% be business on top and pajamas on the bottom)
This allows for the management of your assets in ways that will help achieve your financial goals. I aim to offer different perspectives to all client interactions, resulting in a full-picture plan for your financial future.

Kane Romanoff

Kane
Associate Investment Advisor

T: 250-356-4098| E: Kane.Romanoff@td.com 

Who Am I?

SHORT ANSWER: A Girl Dad
MEDIUM ANSWER: Read My Bio

About Kane

Started at TD: from retail to TD Direct Investing and now TD Wealth, this man bleeds green

Studied Economics: and is now studying securities

Had a Life (Once): enjoys playing ball hockey, soccer, and golf but now he has a baby and is about to have a second baby. So he enjoys taking care of his babies


LONG ANSWER: 

I am interested in finding out what is important to you. My approach to a wealth plan always starts with putting you in touch with the right people – the people who will have the highest level of expertise that you need. Our meetings can take place in the way that works best for you.

  • IN-REAL-LIFE I am happy to meet a client anywhere (except for a fish market)
  • By PHONE & EMAIL 
  • Chatting over VIDEO

Jessica Rowe

Jessica
Client Relationship Associate

T: 250-483-6208 | E: Jessica.Rowe@td.com 

Who Am I?

SHORT ANSWER: The Boss
MEDIUM ANSWER: Read My Bio

About Jessica

Three years in the industry: she has a degree in English, which is more helpful than you would think in Finance

The team event planner: get ready for emails about lunches, videos, concerts, newsletters. Jessica's job is to keep you informed on the fun parts of asset management

Outside of work: Jessica is passionate about books, television, and podcasts. Throw a recommendation her way!


LONG ANSWER: 

I want to ensure you receive the best service possible. Whether that comes from a well-crafted event that helps engage you with our investment team or through fun and fresh communication. Speed and impact are the name of the game. I am here to provide that extra-special something that most other investment firms are missing

  • IN-REAL-LIFE I can meet at your office or mine to get paperwork signed
  • By PHONE & EMAIL 
  • Chatting over VIDEO

Samuel Mosky

Sam
Administrative Associate

T: 250-483-0900 | E: Samuel.Mosky@td.com 

Who Am I?

SHORT ANSWER: "Sammy" The Pretty One Mosky
MEDIUM ANSWER: Read My Bio

About Sam

Fresh out of university: Sam graduated in Commerce in summer 2024 and joined our team with experience from several co-op positions

Your day-to-day call: he is your go-to person for the daily transactions you need to make. Need to send money out? Open a new account? Make a deposit? Sam's your guy

In his spare time: find Sam golfing, at hot yoga, or enjoying his quiet time.


LONG ANSWER: 

I provide first-time right service to make sure your administrative needs are taken care of in a timely manner. My commitment to you is to make your interactions with JAM as smooth as possible.

  • IN-REAL-LIFE I can meet at your office or mine to get paperwork signed
  • By PHONE & EMAIL 
  • Chatting over VIDEO