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James M. Jacobs CLU, ChFC, CLTC
Financial Associate
Phone: (320) 217-6007
Jim is the founder of the Jacobs Financial, an independently owned and operated tax and financial services business in St. Cloud, Minnesota. Jacobs Financial has provided services in the financial services industry since 1973. Products and services are provided, in part, through North Star Resource Group which is comprised of North Star Consultants, Inc., providing insurance products and services; CRI Securities, LLC, providing securities and investment services; and through Securian Financial Services, Inc.providing securities and investments. Jim enjoys working with business owners and their employees and has become a specialist in the area of pension rollovers and retirement strategies. Professional Specialties: • Financial Analysis1 • Employee Benefit Programs; 401(k) Plans, SEP’s, Simple IRA’s and Individual Retirement Programs • Business Continuation Programs • Income Protection, Medical and Long Term Care Coverage • Insurance and Investment Strategies1 • Pension/Retirement Maximization Strategies • Tax-Favored Strategies and Wealth Accumulation* • Income Tax Preparation* *Offered separate from the services provided through CRI Securities, LLC; North Star Consultants, Inc.; and Securian Financial Services, Inc. *This information should not be considered as tax advice. You should consult your tax advisor regarding your own tax situation. Qualifications/Designations: • 1972 Graduate of St. Cloud State University • Chartered Life Underwriter (CLU), American College, Bryn Mawr, PA • Chartered Financial Consultant (ChFC), American College, Bryn Mawr, PA • Certification in Long-Term Care (CLTC) — Corporation for Long-Term Care Certification, Inc. • Registered Representative, Series 6 and Series 66 • Member of MDRT (Million Dollar Round Table), • Member of NAIFA (National Association of Insurance and Financial Advisors)
Jacobs Financial North Star Consultants, Inc. 1CRI Securities, LLC 1Securian Financial Services, Inc. Securities and investments offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. Jacobs Financial is independently owned and operated. 302541/03-11
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
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