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Shawn Jay Jacobson

LEGACY FINANCIAL ADVISORS CORPORATION·BLOOMINGTON, Minnesota
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3500 AMERICAN BLVD W, BLOOMINGTON, MN 55431CRD# 2178703Firm CRD# 115384
01

About

Shawn Jay Jacobson is a registered financial advisor based in BLOOMINGTON, Minnesota, affiliated with LEGACY FINANCIAL ADVISORS CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY FINANCIAL ADVISORS CORPORATION
LEGACY FINANCIAL ADVISORS CORPORATION
AUM
$257M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEGACY FINANCIAL ADVISORS CORPORATION →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 2178703
Firm CRD# 115384
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shawn Jay Jacobson offer?
Shawn Jay Jacobson specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Minnesota for a consultation.
What are Shawn Jay Jacobson's credentials?
Shawn Jay Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shawn Jay Jacobson located?
Shawn Jay Jacobson is based in BLOOMINGTON, Minnesota, working with LEGACY FINANCIAL ADVISORS CORPORATION. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.
How does Shawn Jay Jacobson charge for services?
Shawn Jay Jacobson's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FINANCIAL ADVISORS CORPORATION?
LEGACY FINANCIAL ADVISORS CORPORATION has approximately 6 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BLOOMINGTON
Richard P Keast — REDHAWK WEALTH ADVISORS, INC.Peter Andrew Birkeland — SIGHTLINE PARTNERS LLCThomas Lee Menzel — LEGACY FINANCIAL ADVISORS CORPORATIONKeith Wayne Julson — KDV WEALTH MANAGEMENT LLCDaniel Joseph Kemp — GUARDIAN WEALTH ADVISORS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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