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Gina Cornelia Jacobson

Gina C. Jacobson

VISION CAPITAL MANAGEMENT
Portland, OR 97239
Some features on this profile are disabled
CRD#: 6678993
Gina Cornelia Jacobson

Professional summary

Gina Cornelia Jacobson, CFP® is a registered financial advisor currently at VISION CAPITAL MANAGEMENT INC located in Portland, Oregon.

Gina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Gina has worked at 4 firms and has passed the Series 66, SIE and Series 7 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 Gina Cornelia 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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

July 11, 2022 - Present

VISION CAPITAL MANAGEMENT INC

Office #1: 4380 S Macadam Avenue Suite 350, Portland, OR 97239
RIA
CRD#: 107793
Portland, OR
Past

February 5, 2018 - June 8, 2022

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PORTLAND, OR
Past

February 1, 2018 - June 8, 2022

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
PORTLAND, OR
Past

January 3, 2017 - December 14, 2017

WADDELL & REED

RIA
CRD#: 866
LAKE OSWEGO, OR
Past

October 3, 2016 - December 14, 2017

WADDELL & REED

BD
CRD#: 866
LAKE OSWEGO, OR

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".
VC
VISION CAPITAL MANAGEMENT INC
VISION CAPITAL MANAGEMENT INC | VISION CAPITAL MANAGEMENT, INC.

CRD#: 107793 / SEC#: 801-56669

RIA
Registered Investment Advisory firm - (7/9/1999 Approved)

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.

Highlighted states indicate IAR registrations

IAR
Oregon
(7/11/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/21/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2016
General Securities Representative Examination

Current Firm

VC
VISION CAPITAL MANAGEMENT INC
VISION CAPITAL MANAGEMENT INC | VISION CAPITAL MANAGEMENT, INC.

CRD#: 107793 / SEC#: 801-56669

RIA
Registered Investment Advisory firm - (7/9/1999 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4380 S Macadam Avenue Suite 350, Portland, OR 97239
Mailing Address
Phone number
(503) 221-5656
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VISION CAPITAL MANAGEMENT ADV PART 2A BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts1,743
AUM (Assets Under Management)$ 1,073,328,261

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
02/25/2026
Cover Page
Report
01/28/2025
Cover Page
Report
02/22/2024
Cover Page
Report
02/28/2023
Cover Page
Report

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.

Company Information

VISION CAPITAL MANAGEMENT INC

CRD#: 107793Portland, OR 97239

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