Jeff Jacobson
Senior Vice President - Financial Advisor at Rbc Wealth Management
Based in Boston, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Boston
Industry
Financial Services
Company size
8.3K
Contact information
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j•••••••@rbcwealthmanagement.com
Phone
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Background
About Jeff Jacobson
I help create financial security and peace of mind for individuals and their families. I accomplish this by providing my clients with a high level of service that meets and often exceeds their expectations. At JJET Investment Group (Jeff Jacobson and Ellen Takagi), we work with clients closely in order to determine their investment goals and then, using a broad range of appropriate investments, design portfolios to meet their objectives. In addition, we emphasize client understanding of their investments and the strategies required given the “new normal” economy — an approach mandatory for responsible growth.
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