Gina
Jacobson
Vision Capital Management Inc
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About this Advisor
Gina Jacobson is a certified financial planner operating in Portland, Oregon who has 1 year of relevant experience. Jacobson is on the advisory team at Vision Capital Management Inc. Throughout their career, Jacobson has worked at University Printing And Mailing, Nordstrom Rack, National Payment Systems, Lifewise Health Plan Of Oregon, Christopher Webb, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Samantha Wiggins, Old Spaghetti Factory, Heritage Bank, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Jacobson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Oregon. Vision Capital Management Inc is an advisory company operating out of Portland, OR. It oversees $860 million in total assets among its 600 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises eight charities and foundations. Of its 600 client accounts, 55% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a number 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. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Vision Capital Management Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vision Capital Management Inc Brokerage Details
$860,220,711
14
600
$1,433,701
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
Gina Jacobson Work History
Gina has been registered as a financial advisor for 1 years.*
Heritage Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Various Insurance Carriers For W & R Insurance Agencies
Samantha Wiggins
Old Spaghetti Factory
Lifewise Health Plan Of Oregon
Christopher Webb
Waddell & Reed, Inc
National Payment Systems
Nordstrom Rack
University Printing And Mailing
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gina Jacobson 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 Vision Capital Management Inc
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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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.