Jay
Higgins

Efs Advisors

CRD#5919244
Investment Advisor
in Cambridge, MN

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About this Advisor

Jay Higgins is a certified financial planner operating in Cambridge, Minnesota, with a total of 9 years of relevant experience. Higgins is an employee of Efs Advisors. They have spent the entirety of their employment at Efs Advisors. Higgins has a Series 63 license, designating them as a securities broker, and is registered to advise clients in Minnesota. Efs Advisors is a financial advisory company headquartered in Cambridge, MN. The investment advisory business has offices in 31 locations and a total of 55 financial advisors. It handles $2 billion in assets under management between its 26,921 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The company provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Financial management fee schedules typically depend on which services the firm provides the client. However, fee types charged by Efs Advisors most likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1995 East Rum River Drive S
Cambridge, MN 55008

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Efs Advisors Brokerage Details

Total Assets Under Management

$1,715,092,035

MN Average: $5,289,111,388
Total Number of Employees

55

MN Average: 157
Total Number of Accounts

26,921

MN Average: 8,262
Average Account Size

$63,708

MN Average: $640,173

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Disclosures

Please visit the SEC profile of Jay Higgins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Efs Advisors

Jay Higgins
Cambridge, MN
Michael Erickson
Eden Prairie, MN
Steven Liebzeit
Cambridge, MN
Christopher Williams
Eagle Lake, MN
Alex Rootes
Minneapolis, MN
Adellmarie Hargreaves
Maple Grove, MN
Lindsey Egan
Eugene, OR
Zachary Wright
Cambridge, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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