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Jacob A

Series 63, Series 65, Series 7, Series 24

Jasper, IN

Denovo Advisory Group

Jacob graduated from Indiana University’s Kelley School of Business with a degree in Finance. He holds FINRA Series 7, 63, 65, and 24 registrations, state insurance licenses, and the CPFA® designation. Jacob is passionate about helping individuals, families, and business owners build wealth, plan for retirement, protect what matters most, and prepare for the future. His planning-first approach focuses on personalized strategies, trusted relationships, and guidance that evolves with each client’s goals. Outside of work, Jacob enjoys spending time with his wife, Kennedy, staying active, and making memories with family and friends.

Wealth management Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General tax planning Active portfolio management Founder/Business Owner Retired Doctor or Medical Professional Oil & Gas Professional Athlete Young Professionals Mid-Career Professionals Established Professionals Approaching retirement Retired
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