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At The Jacobson Group, we start by asking you questions that help us understand where you are and where you want to go. We want to learn about your goals, and what you want to accomplish.
Mike Jacobson Mike Jacobson, AAMS®
Financial Advisor


Services
As a Financial Advisor, Mike strives to meet the needs of high-net-worth individuals, including business owners and pre-retirees, by specializing in financial planning and retirement management. He assists his clients in the selection and management of investments, and insurance, through comprehensive financial planning. 

About Mike
Mike earned a bachelor’s degree in Psychology from St. John’s University in 1983. He earned the Accredited Asset Management Specialist (AAMS®) designation from the College of Financial Planning in Denver, CO, in January 2007. Mike started his Financial Advisor career in 1992 with American Express Financial Advisors. He joined Focus Financial in 1996.

Mike spends time volunteering as a mentor for the men's ministry at his church. He and his wife, Terry, also host an annual fundraiser for charity called "Music For Food," designed to focus on the needs of the poor during the Thanksgiving season.

 

John Swon John Swon
Financial Advisor


Services
John focuses his time for The Jacobson Group on client service, asset management, and delivering educational seminars.

John Swon strives to provide sound financial advice and exceptional service to his clients at Focus Financial.  John earned a bachelor’s degree in History from Hamline University in 2007 following seven years in the venture capital industry.

John started his Financial Advisor career at RBC Capital Markets in 2008.  The former host of the financial consulting radio program “Stock and Trade” on AM 1570 Twin Cities Business Radio, John joined Focus Financial in 2012.  In addition to working with clients, John has extensively volunteered for organizations such as the Edina Art Center and the Edina 4th of July Parade, and was named a “Hometown Hero” by the city of Edina in 2013.



Jeremy Ballmann
Client Service Manager
952-896-3888
jballmann@focusfinancial.com

Prior to joining The Jacobson Group, Jeremy was with Cetera Investment Services, assisting clients with investment account contributions and withdrawals. Jeremy earned a BA in Finance from St. Cloud State University before becoming licensed in insurance and securities (Series 6 & 63) in the State of Minnesota. As Client Service Manager, Jeremy strives to provide The Jacobson Group’s clients prompt and reliable service on their accounts.

 
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Important Consumer Information | Privacy Statement

Securities offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Insurance and investment advisory services offered through Focus Financial Network, Inc., a registered investment advisor not affiliated with Royal Alliance Associates, Inc.

No offers may be made or accepted from any resident outside the specified states(s): AZ, CA, FL, IN, KS, MD, MN, NH, SD, TX, and WI.

The Jacobson Group is not affiliated with Royal Alliance Associates, Inc.

Royal Alliance does not offer tax or legal advice.




This communication is strictly intended for individuals residing in the state(s) of AZ, CA, FL, IN, KS, MD, MN, NH, NY, SD, TX and WI. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.