Skip to main content

Jacobs Financial

  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  
  •  

Jacobs Financial

  • Home
  • Products and Services
    • Business Needs Solutions
    • Personal Needs Solutions
  • About
    • About
    • Our Mission
    • Associates
    • Charitable Contributions
  • Client Center
    • My Wealth Link
    • Account Access
  • Contact 
    • Newsletter Signup
    • Tell a Friend

Proactive Strategies

for a solid future

Helping You

manage the changing face of life

Our Mission

your success is our only mission

  Previous   Next

    You are here

  1. Home
  2. James M. Jacobs

James M. Jacobs

Photo of team member
James M. Jacobs
CLU®, ChFC® CLTC
Founding Partner/Retirement Specialist
Phone: 
(320) 217-6007
Fax: 
(320) 217-6005
E-mail: 
james@jacobs-financial.com

Jim is the founder of Jacobs Financial, an independently owned and operated financial services business in St. Cloud, Minnesota. Jacobs Financial has provided services in the financial services industry since 1973. Products and services are provided, in part, through North Star Resource Group which is comprised of North Star Consultants, Inc., providing insurance products and services; CRI Securities, LLC, providing securities and investments services; and through Securian Financial Services, Inc. also providing securities and investments and variable products.

Jim enjoys working with business owners and their employees and has become a specialist in the area of pension rollovers and retirement strategies

Professional Specialties:

  • Financial Analysis
  • Employee Benefit Programs; 401(k) Plans, SEP's, Simple IRA's and Individual Retirement Programs
  • Business Continuation Programs
  • Income Protection, Medical and Long Term Care Coverage
  • Insurance and Investment Strategies
  • Pension/Retirement Maximization Strategies
  • Tax-Favored Strategies and Wealth Accumulation 

Qualifications/Designations:

  • 1972 Graduate of St. Cloud State University
  • Chartered Life Underwriter® (CLU), American College, Bryn Mawr, PA
  • Chartered Financial Consultant® (ChFC), American College, Bryn Mawr, PA
  • Certification in Long-Term Care (CLTC) - Corporation for Long-Term Care Certification, Inc.
  • Registered Representative, Series 6 and Series 63
  • Member of MDRT (Million Dollar Round Table) - The Premier Association of Financial Professionals®, an organization which recognizes financial professionals worldwide.*
  • Member of NAIFA (National Association of Insurance and Financial Advisors)

James is a registered representative of Securian Financial Services, Inc.

 

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

Book a Meeting

Tell a Friend

Jacobs Executive Center
1407 33rd St S
St Cloud, Minnesota
56301
North Star Resource Group
2701 University Ave SE
Minneapolis, Minnesota
55414
 
  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  info@jacobs-financial.com
  •  
  •  

This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Jacobs Financial, an affiliate of North Star Resource Group, both of which are independently owned and operated offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Jacobs Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Jacobs Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

3075055 DOFU 08-2020

© 2022 Jacobs Financial. All rights reserved.

Website Design For Financial Services Professionals