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John C. Jacobsen
John C. Jacobsen
Consulting Group
Financial Advisor
Financial Planning Specialist
Overlook at Great Notch
150 Clove
Little Falls, NJ 07424
tel: 973-890-3883
toll free: 800-227-8588
fax: 973-890-3059
Email Me
Welcome Education Associations Honors Services Experience
Welcome

We know what's behind the money you've earned. That's why all of our investment experience, capabilities and resources are focused on one objective: to help you invest wisely. Our approach to investing is based on our time-tested way of doing business. We offer our clients intelligent counsel based on our research, intellect and hard work. It's an approach that has helped our clients work toward their financial goals since our firm was established over a century ago.
Education and Licensing
  • MBA - Finance
    Fairleigh Dickinson
    Madison, NJ
  • Bachelor of Arts
    University of New Hampshire
    Durham, NH
  • Guided Portfolio Management Program
    Smith Barney
  • Series 7 - General Securities Representative
  • Series 31 - Managed Futures & Commodities
  • Series 63 - Uniform State Exam
  • Series 65 - Investment Advisory Agent
  • Life & Health Insurance Licensed
  • Financial Planning Specialist Designation
Associations
  • BNI - Business Network International
  • University of New Hampshire Alumni Association
  • Green Brook Country Club
Honors and Recognitions
  • Cum Laude - University of New Hampshire
Services
  • Asset Management
  • Estate Planning
  • Family Consulting
  • Wealth Management
  • 529 Plans
  • Alternative Investments
  • Business Planning
  • Cash Management
  • Corporate Pension Funds
  • Corporations
  • Endowments and Foundations
  • Financial Planning
  • Fixed Income
  • Lending Services
  • Long Term Care Insurance
  • Municipal Bonds
  • Philanthropic Services
  • Private Banking
  • Qualified Plans
  • Retirement Planning
  • Taft-Hartley Plans
  • Trust Services and Accounting
Business Experience
  • 1997 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Specialist
    Little Falls, NJ
  • 1979 - 1996: Nesor Alloy Corporation
    Vice President / Director of Operations
    West Caldwell, NJ
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • What do you have in mind for your retirement? Our complimentary retirement-planning analysis can help you achieve the retirement you envision. See Financial Planning for a confidential questionnaire.
John C. Jacobsen is licensed in the following state(s): CA, FL, GA, MA, MD, ME, NJ, NY, PA, VA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

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