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Dirk J
Series 63, Series 65
Portland, OR
Independent Financial Group, LLC
Dirk Jacobs is a financial advisor with Independent Financial Group, LLC in Portland, OR, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked with Independent Financial Group since 2008 and previously held roles at Concord Equity Group Advisors, LLC, The Concord Equity Group, LLC, and LPL Financial. Outside of his advisory role, Jacobs is an insurance agent offering various insurance products and is the sole owner of DCJACOBS Inc., a business entity used for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence with both passive and active investment exposures.
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