Jacobsma Financial

Overview

Jacobsma Financial operates as a sole-proprietorship advisory practice that provides financial planning and portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and positions equities as the primary investment preference, favoring exchange-traded instruments. It does not list itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Investment activity appears focused on direct portfolio management rather than acting as a multi-manager capital allocator. The firm’s small scale suggests a hands-on, advisor-led approach where portfolios are built from liquid, exchange-traded holdings and supplemented with third-party products such as mutual funds, annuities and allocations to real estate managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices