Scottland
Jacobson

Russell Investments

CRD#2901698
Investment Advisor
in Seattle, WA

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About this Advisor

Scottland Jacobson is a financial advisor based in Seattle, Washington, working with Russell Investments. Scottland has previously held a position at Frank Russell Company. Scottland has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Washington. Currently, Scottland is part of Russell Investments, which operates out of Seattle, Washington. The firm has 2 offices and 653 employees. The firm manages assets totaling $52.5 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Russell Investments includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

1301 Second Avenue 18Th Floor
Seattle, WA 98101

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Russell Investments Brokerage Details

Total Assets Under Management

$52,480,583,056

WA Average: $3,566,627,242
Total Number of Employees

653

WA Average: 46
Total Number of Accounts

70,944

WA Average: 1,499
Average Account Size

$739,747

WA Average: $2,379,338

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Scottland Jacobson Work History

1996 - Present (29 years)

Frank Russell Company

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Scottland 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 Russell Investments

Alexander Russo
Seattle, WA
Benjamin L'Empereur
Milwaukee, WI
Gregory Grocholski
Milwaukee, WI
Jack Swingle
West Des Moines, IA
Kevin Mcauliffe
Milwaukee, WI
Derek Hart
Seattle, WA
Jeffrey Christiansen
Milwaukee, WI
Martin Roche
Milwaukee, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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