Jacobus
Visser

Advisors Asset Management, Inc

CRD#2549405
Investment Advisor
in Boerne, TX

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About this Advisor

Jacobus Visser is a financial advisor based out of Boerne, Texas with 13 years of industry experience. Visser currently works for Advisors Asset Management, Inc. They have been with Advisors Asset Management, Inc for all of their career. Visser has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Advisors Asset Management, Inc is a business that has its headquarters in Monument, CO. The company has offices in nine locations and a total of 253 people on staff. It controls $4 billion in total assets across its 1,634 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,634 customer accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in investable assets. Advisors Asset Management, Inc offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Fees for financial advice are based on which services are offered. Fee types billed by Advisors Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

28025 Ih-10 West
Boerne, TX 78006

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,740,185,737

TX Average: $2,349,664,866
Total Number of Employees

253

TX Average: 28
Total Number of Accounts

1,634

TX Average: 1,101
Average Account Size

$2,288,975

TX Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Jacobus Visser Work History

Jacobus has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Advisors Asset Management

*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 Jacobus Visser 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 Advisors Asset Management, Inc

Jeffrey Rosen
Dunwoody, GA
Robert Wilkinson
Boerne, TX
Thomas Higgins
Boca Raton, FL
Shawn Shepherd
Olathe, KS
Brian Winkler
New York, NY
Jason Willyard
Lisle, IL
Michael Pfeiffer
Princeton, NJ

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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