Jeffrey Jakobsen

Jakobsen Asset Management | Jeffrey Jakobsen
Jeffrey Jakobsen

Portfolio Manager

Investment Advisor

Working together to help you achieve what truly matters to you

Contact me

Phone

Office

(250) 483-6210

Mobile

(250) 858-8999

Office Location

1070 Douglas Street 6th Floor Victoria, BC V8W 2C4. map

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
  • Have 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.

Phone

Fax

(250) 356-4166

Branch Phone

(250) 356-4104

Branch Fax

(250) 356-4166

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:
  • 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.

Jakobsen Asset Management

Jakobsen Asset Management
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)!
Learn More Here