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Kurt J
Series 65
West Chester, OH
Jacobsma Financial
Kurt Jacobsma is a financial advisor at Jacobsma Financial in West Chester, Ohio, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Range USA, RSM US, LLP, Deloitte & Touche, LLP, and The Woods. Jacobsma Financial is a fee-only, sole-proprietor investment adviser serving individuals, families, trusts, estates, and a broad range of institutional clients. The firm employs a strategic, long-term asset allocation approach based on fundamental, technical, and cyclical analysis, primarily using ETFs, mutual funds, and selected individual securities.
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