Jason Raymond Jacobson
Investment adviser representative at Packerland Brokerage Services, Inc.
18 yearsExperience
2 statesRegistered in
$1.4BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
18 years in the industry.
- Packerland Brokerage Services, Inc.May 2021 to now
- Associated Investment Services, Inc.May 2019 to May 2021
- Thrivent Financial for LutheransNov 2008 to May 2019
- Thrivent Investment Management IncOct 2008 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (WA, WI).
Packerland Brokerage Services, Inc.
$1.4BAssets managed
4,868Clients
177Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5613748
- Firm CRD
- 37031