Jason R. Jacobson

PACKERLAND BROKERAGE SERVICES

PESHTIGO, WI

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CRD#: 5613748

Professional summary

Jason Raymond Jacobson is a registered financial advisor currently at PACKERLAND BROKERAGE SERVICES, INC. located in Peshtigo, Wisconsin.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jason has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Raymond Jacobson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Jason Raymond Jacobson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 25, 2021 - Present

PACKERLAND BROKERAGE SERVICES, INC.

Office #2: 432 Security Blvd. Ste. 101, Green Bay, WI 54313

RIA

CRD#: 37031

PESHTIGO, WI

Current

May 25, 2021 - Present

PACKERLAND BROKERAGE SERVICES, INC.

Office #1: 432 Security Blvd. Ste. 101, Green Bay, WI 54313

RIA

CRD#: 37031

Green Bay, WI

Past

June 20, 2019 - May 5, 2021

ASSOCIATED INVESTMENT SERVICES, INC.

RIA

CRD#: 1464

GREEN BAY, WI

Past

June 20, 2019 - May 5, 2021

ASSOCIATED INVESTMENT SERVICES, INC.

CRD#: 1464

GREEN BAY, WI

Past

January 5, 2009 - May 24, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

PESHTIGO, WI

Past

December 10, 2008 - May 24, 2019

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

PESHTIGO, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031 / SEC#: 801-74927, 8-47572

RIA

Registered Investment Advisory firm - SEC (5/1/2012 Approved)

Arizona

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Arkansas

Registered Investment Advisory firm - SEC (2/27/2009 Terminated)

California

Registered Investment Advisory firm - SEC (5/22/2012 Terminated)

Florida

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Illinois

Registered Investment Advisory firm - SEC (5/1/2012 Terminated)

Indiana

Registered Investment Advisory firm - SEC (5/14/2012 Terminated)

Iowa

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Kansas

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Minnesota

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Missouri

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Montana

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (9/27/2012 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Ohio

Registered Investment Advisory firm - SEC (5/10/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - SEC (5/14/2012 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (5/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(5/25/2021)

Arizona
(5/25/2021)

Arkansas
(5/25/2021)

California
(5/25/2021)

Colorado
(5/25/2021)

Connecticut
(5/25/2021)

District of Columbia
(5/25/2021)

Florida
(5/25/2021)

Georgia
(5/25/2021)

Hawaii
(5/25/2021)

Idaho
(5/25/2021)

Illinois
(5/25/2021)

Indiana
(5/25/2021)

Iowa
(5/25/2021)

Kansas
(5/25/2021)

Kentucky
(5/25/2021)

Louisiana
(5/25/2021)

Maine
(5/25/2021)

Maryland
(5/25/2021)

Massachusetts
(5/25/2021)

Michigan
(5/25/2021)

Minnesota
(5/25/2021)

Mississippi
(5/25/2021)

Missouri
(5/25/2021)

Montana
(5/25/2021)

Nebraska
(5/25/2021)

Nevada
(5/25/2021)

New Jersey
(5/25/2021)

New Mexico
(5/25/2021)

New York
(5/25/2021)

North Carolina
(5/25/2021)

North Dakota
(5/25/2021)

Ohio
(5/25/2021)

Oklahoma
(5/25/2021)

Oregon
(5/25/2021)

Pennsylvania
(5/25/2021)

South Carolina
(5/25/2021)

South Dakota
(5/25/2021)

Tennessee
(5/25/2021)

Texas
(5/25/2021)

Utah
(5/25/2021)

Vermont
(5/25/2021)

Virginia
(5/25/2021)

Washington
(5/25/2021)

Wisconsin
(5/25/2021)

IAR

Wisconsin
(5/25/2021)

Wyoming
(5/25/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/2/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/2008

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 10/24/2022

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 10/8/2021

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031 / SEC#: 801-74927, 8-47572

RIA

Registered Investment Advisory firm - SEC (5/1/2012 Approved)

Arizona

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Arkansas

Registered Investment Advisory firm - SEC (2/27/2009 Terminated)

California

Registered Investment Advisory firm - SEC (5/22/2012 Terminated)

Florida

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Illinois

Registered Investment Advisory firm - SEC (5/1/2012 Terminated)

Indiana

Registered Investment Advisory firm - SEC (5/14/2012 Terminated)

Iowa

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Kansas

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Minnesota

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Missouri

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Montana

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (9/27/2012 Terminated)

North Carolina

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Ohio

Registered Investment Advisory firm - SEC (5/10/2012 Terminated)

Pennsylvania

Registered Investment Advisory firm - SEC (5/14/2012 Terminated)

Tennessee

Registered Investment Advisory firm - SEC (5/31/2012 Terminated)

Virginia

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Wisconsin

Registered Investment Advisory firm - SEC (5/9/2012 Terminated)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709

Mailing Address

432 Security Blvd., Green Bay, WI 54313

Phone number

(920) 662-9500

Established

Wisconsin since 07/11/1994

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

286

SEC notice filing (47 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

2025 PACKERLAND BROKERAGE SERVICES PART 2A FIRM BROCHURE (3/27/2025)

Direct owners and executive officers

Name	Position	CRD#
KELLY, ZACHARY P	DIRECTOR, SHAREHOLDER, CEO, BOARD PRESIDENT & SECRETARY	5263665
VAN ESS, WILLIAM SCOTT	DIRECTOR, SHAREHOLDER, CHAIRMAN OF THE BOARD	1929840
WESTENBERG, STEVEN G	DIRECTOR, SHAREHOLDER, VICE CHAIRMAN , TREASURER	2440924
BOSTWICK, KAREN P	SHAREHOLDER	2643853
DOELGER, AARON ANDREW	SHAREHOLDER, CHIEF COMPLIANCE OFFICER	4357639

Regulatory assets under management

Total Number of Accounts	4,245
AUM (Assets Under Management)	$ 909,478,703

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason R. Jacobson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Raymond Jacobson's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Jason Raymond Jacobson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACKERLAND BROKERAGE SERVICES, INC.

ASSOCIATED INVESTMENT SERVICES, INC.

ASSOCIATED INVESTMENT SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

PACKERLAND BROKERAGE SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/2/2009

SIE

Date: 10/1/2018

Series 7

Date: 12/9/2008

Series 4

Date: 10/24/2022

Series 24

Date: 10/8/2021

FINRA

Current Firm

PACKERLAND BROKERAGE SERVICES, INC.

Contact information

SEC notice filing (47 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

PACKERLAND BROKERAGE SERVICES, INC.

TRUST BUT VERIFY

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