Shawn Jacobson, financial advisor Bloomington MN

Shawn Jacobson

CRD Number: 2178703
Current Firm: Northrock Partners, LLC

Shawn Jacobson (CRD# 2178703) is an Investment Advisor Representative working at NorthRock Partners in Minneapolis , MN and has over 25 years of experience in the finance industry. Shawn Jacobson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
NorthRock Partners Minneapolis , MN Mar 2017 - Jul 2017 < 1
Legacy Financial Advisors Corp Bloomington , MN Feb 2002 - Feb 2017 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1991
Contact Info for Shawn J. Jacobson
By the Numbers
  • Total Assets Under Management
    2,761
    MILLIONS
  • Total Number of Accounts
    6,505
    ACCOUNTS
  • Average Account Value
    $424,396
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MA, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI

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