![Jim Jacobson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
James Harlan Harol Jacobson worked as a Vice President & Financial Advisor at Univest Investments, Inc. from 2002 to 2015.
He obtained an undergraduate degree from Bradley University.
Anciens postes connus de Jim Jacobson
| Sociétés | Poste | Fin |
|---|---|---|
Univest Investments, Inc.
 Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth. | Gestionnaire de Portefeuille-Actions | 31/12/2015 |
Formation de Jim Jacobson
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Relations
18
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Univest Investments, Inc.
Univest Investments, Inc. Investment ManagersFinance Univest Investments determines asset allocation based on each client's income needs, risk tolerance and tax implications. Mutual funds and Unit Investment Trusts (UITs) are often used as core holdings to a well-balanced portfolio. Individual securities such as CDs, stocks and bonds are used to customize portfolios for individual investors. Fixed-income investments such as US Savings Bonds, GNMAs, CDs and corporate bonds are used to provide portfolios with income, stability and decreased risk. Stocks are held to generate long term capital gains and growth within a portfolio. Dividend paying stocks add an income element to a portfolio and are often used in conjunction with fixed-income securities to lower volatility and increase cash flow. Univest also offers fixed and variable annuities which provide the benefit of tax deferred accumulation of wealth. | Finance |
Bradley University
 Bradley University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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