Built for smart advisors and clients

The investment landscape has shifted. You know it. Your clients know it. They aren’t buying the “same old, same old”. They know they aren’t richer than they think. A move to an innovative and flexible firm fits with a tougher investment reality. With flexibility in investment approach and fee structure, your client base will be well positioned for the next decade’s challenges.


Jacob Securities uses the settlement and clearing facilities of NBCN/National Bank Financial, giving clients the system capabilities backed by one of Canada’s internationally recognized banks.  Jacob Securities has execution, settlement and capital markets affiliations with several US FINRA broker dealers, and through additional international execution and settlement relationships.


Our operational efficiencies let you compete on fee and cost structures. Our regulatory standards ensure you and your clients are ahead of the curve as mandated upgrades to reporting standards impact the industry.


At Jacob Securities, you have the speed and agility to craft the strategies and communications that distinguish investment innovators and leaders.