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Isabel J

Series 66

Armuchee, GA

Signature Equity Partners, LLC

Isabel Jacobs is a financial advisor with Signature Equity Partners, LLC, holding a Series 66 designation and four years of industry experience. She has worked at multiple firms including Valic Financial Advisors and OSAIC. In addition to her advisory role, she is licensed as an insurance agent specializing in fixed annuities. Signature Equity Partners provides investment advisory and planning services to individuals, retirement plans, corporations, and other entities. The firm operates through a multi-team structure and uses the Vision2020 Wealth Management Platform to deliver tailored portfolios incorporating model strategies, tax management, and socially responsible investing options.

Equity compensation tax strategy Active portfolio management Tax-loss harvesting General estate planning guidance Executive Founder/Business Owner
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