Colleen
Jacobson
Saturna Capital Corporation
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About this Advisor
Colleen Jacobson is a financial advisor who works in Bellingham, Washington who has 1 year of relevant experience. Jacobson is currently employed by Saturna Capital Corporation. Their career trajectory has included roles at Saturna Capital, Faith Lutheran Church, Boys And Girls Clubs, Western Washington University, Saturna Brokerage Services and Saturna Capital Corporation. Jacobson maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Saturna Capital Corporation is a business that has its headquarters in Bellingham, WA. It has a total of 73 people on staff. It has $5 billion in assets under management across its 117 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 117 accounts, 42% belong to high-net-worth clients who have more than $1 million in investable assets. Saturna Capital Corporation performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Financial management fees largely depend on which services the firm provides the client. However, fees billed by Saturna Capital Corporation can be comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saturna Capital Corporation Brokerage Details
$5,150,693,205
73
117
$44,023,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
Colleen Jacobson Work History
Colleen has been registered as a financial advisor for 1 years.*
Saturna Capital Corporation
Saturna Brokerage Services
Saturna Capital
Saturna Brokerage Services
Boys And Girls Clubs
Faith Lutheran Church
Western Washington University
Western Washington University
Faith Lutheran Church
Western Washington University
*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 Colleen 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 Saturna Capital Corporation
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
Bellingham, WA
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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