Unclaimed Profile

Jeffrey Duane Jacobson

COLLIERS SECURITIES LLC·MINNEAPOLIS, Minnesota

SIE, Series 3, Series 7, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TO23 years registeredCOLLIERS SECURITIES LLC

90 SOUTH SEVENTH STREET, MINNEAPOLIS, MN 55402-4108CRD# 1976541Firm CRD# 7477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Duane Jacobson · MINNEAPOLIS, MN

Registration

CRD #1976541 · COLLIERS SECURITIES LLC · 23 years registered

Brand Profile

Not yet started

Career History

COLLIERS SECURITIES LLC

Jun 2003 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · June 17, 2003

Years registered · 23

Disclosure History

2016Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

COLLIERS SECURITIES LLC

CRD 7477 · SEC 801-80233

AUM

$263M

Regulatory assets under management

Employees

124

1,055 client accounts

Services offered by COLLIERS SECURITIES LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at COLLIERS SECURITIES LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Duane Jacobson offer?

Jeffrey Duane Jacobson specializes in Investment Management, Fee-Only Advisory. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Jeffrey Duane Jacobson's credentials?

Jeffrey Duane Jacobson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Duane Jacobson located?

Jeffrey Duane Jacobson is based in MINNEAPOLIS, Minnesota, working with COLLIERS SECURITIES LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Jeffrey Duane Jacobson charge for services?

Jeffrey Duane Jacobson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COLLIERS SECURITIES LLC?

COLLIERS SECURITIES LLC has approximately 124 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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