Jay
Higgins

Efs Advisors

CRD#5919244
Investment Advisor
in Cambridge, MN

Answer a few questions and
get matched with an advisor.

Find an Advisor

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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
Samuel Mazuk
Mount Vernon, IA
Zachary Wright
Cambridge, MN
Adellmarie Hargreaves
Maple Grove, MN
Steven Liebzeit
Cambridge, MN
Christopher Williams
Eagle Lake, MN
Lindsey Egan
Eugene, OR

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started