Gina Cornelia Jacobson
Investment adviser representative at Vision Capital Management Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
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
10 years in the industry.
- Vision Capital Management IncJun 2022 to now
- Cetera Investment Advisers LLCJan 2018 to Jun 2022
- Cetera Investment Services LLCJan 2018 to Jun 2022
- Heritage BankJan 2018 to Jun 2022
- Samantha WigginsSep 2017 to Dec 2017
- Old Spaghetti FactoryApr 2017 to Jan 2018
- Various Insurance Carriers for W & R Insurance AgenciesJan 2017 to Dec 2017
- Waddell & Reed, IncAug 2016 to Dec 2017
- Christopher WebbJul 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OR).
Vision Capital Management Inc
Legal name: Vision Capital Management, Inc.
$1.2BAssets managed
1,800Clients
9Advisers
27 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
- 6678993
- Firm CRD
- 107793