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Benjamen J
Series 66
Milford, OH
Jacobs Wealth Management, LLC
Benjamen Jacobs is the sole advisor at Jacobs Wealth Management, LLC in Milford, OH. He holds a Series 66 designation and has 12 years of industry experience, including six years at WaterStone Investment Counsel, LLC. Jacobs is also a licensed insurance agent who may recommend insurance products to clients. Jacobs Wealth Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, retirement plans, and business owners. The firm employs a combination of analytical methods and an automated Intelligent Portfolios Program, blending passive and active strategies while offering a specialized pension consulting service.
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