Please complete the CAPTCHA to continue
@edwardjones.com
✓
2 phones found area 314
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Robin Jacobson is listed as Financial Advisor at Edward Jones, based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 314, and a matched LinkedIn profile for Robin Jacobson.
Robin Jacobson previously worked as Senior Licensed Admin Assistant at Chase Investment Svcs Corp and Financial Advisor Associate at Chase Investment Svcs Corp, Formerly Wamu Investments. Robin Jacobson holds Sociology from Walla Walla Community College.
This section adds company-level context without repeating Robin Jacobson's masked contact details.
AeroLeads found 1 current-domain work email signal for Robin Jacobson. Compare company email patterns before reaching out.
I first moved in to financial services in 2001 as I have always enjoyed helping people and getting to know them on an individual level. As an Edward Jones financial advisor, we work together to identify what is most important to you and we use an established process to provide tailored solutions and a comprehensive strategy to help you reach your financial goals. Working closely with you one-on-one or with your family, and even in conjunction with your CPA, attorney or other professionals, I can help determine the most appropriate financial strategy for you.Edward Jones was always a benchmark for me of integrity and first-class focus on clients. I admired the impact the advisors have on our communities and its neighbors. I like that there is a team of thousands of associates supporting me with advanced technology and professional analysis so I have the tools to focus on you. I moved to Edward Jones in 2012 and truly find joy in what I do and who I work with every day.World travel is my favorite way to recharge my batteries and explore more of our world and the people and cultures within it. On those adventures I have gone white water rafting, hang gliding and have also experienced hot air ballooning and soon...taking my first flying lesson.My branch office team is supported by Diane, who has been with us since 2012, and Michele who joined me in 2017. Together we are dedicated to providing you with the highest level of service, and we strive to truly make a difference that changes your expectations in service and support. We will tailor your individual preferences on how we communicate your needs, progress and successes.I have been featured in The Oregonian, The Clackamas Review and Portland Monthly.Our focus is you. As a partnership we do not answer to shareholders, which frees us up to focus on your needs. Making the decision to work with a financial advisor is an important one. Reach out to us today to learn how we can partner together/*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Listed skills include Investments, Investment Advisory And Managed Account Programs, Mutual Funds, Stocks, and 13 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Milwaukie, OR
I work closely with clients to develop lasting relationships so we can build personalized strategies to meet current and future financial goals. I enjoy working with women, families and retirees in local Milwaukie neighborhoods and beyond. I strive to provide tailored solutions to meet individuals' needs through education and a solutions-based process..
Additional Positions and Accolades; Supports several Investment Managers overseeing the Oregon and Washington markets including over forty advisors and numerous licensed bankers covering well over 100 retail bank branches.Relied upon to help ensure Principals are compliant in the event of internal or external regulatory examinations.Ensure all new and.
Supported several retail bank branches in an affluent area of Portland, Oregon to cover books of business totaling over $32 million.Qualified new customers and referrals by providing thorough profiling and deepening the relationship.Developed and nurtured positive branch relationships to increase investment referrals and motivate deposit and investment.
(5 yrs.), Consumer and Business Loan Specialist (3 yrs.)Highlights include: a consistent top seller; creation and implementation of a marketing campaign for the LPFR program, used company-wide; creation of a local-area small-business networking event.Corporate liaison for Bank sponsorship of Washougal Schools Foundation's Student Stride for.
I participated in the Running Start program which allowed me to begin my college education during my senior year in high school.
Quick answers generated from the profile data available on this page.
Robin Jacobson works for Edward Jones.
Robin Jacobson is listed as Financial Advisor at Edward Jones.
AeroLeads has found 1 work email signal at @edwardjones.com for Robin Jacobson at Edward Jones.
AeroLeads has found 2 phone signal(s) with area code 314 for Robin Jacobson at Edward Jones.
Robin Jacobson is based in Portland, Oregon Metropolitan Area, United States while working with Edward Jones.
Robin Jacobson has worked for Edward Jones, Chase Investment Svcs Corp, Chase Investment Svcs Corp, Formerly Wamu Investments, and Washington Mutual Bank.
You can use AeroLeads to view verified contact signals for Robin Jacobson at Edward Jones, including work email, phone, and LinkedIn data when available.
Robin Jacobson holds Sociology from Walla Walla Community College.
Robin Jacobson is listed with skills including Investments, Investment Advisory And Managed Account Programs, Mutual Funds, Stocks, Unit Investment Trusts Equity And Fixed Income, Individual Iras Traditional And Roth, Edward Jones Advisory Solutions, and Asset Allocation.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Robin Jacobson you were looking for.
