A complete list of active advisors currently associated with The Jacobs Financial Group

Warmer can help you find a great advisor at The Jacobs Financial Group or one who fits your needs even better.

The Jacobs Financial Group provides financial planning and discretionary portfolio management to individuals, personal retirement plans and small businesses. Financial planning services include tax, insurance, retirement and estate planning, and managed accounts are invested in general securities such as stocks, bonds, mutual funds, ETFs, government securities and options. The firm’s investment approach emphasizes index-based ETFs and broad market themes—macro and microeconomic trends, currency movements, fiscal and monetary policy, and geopolitical events—rather than individual security selection. It frames its strategy as relatively conservative with low turnover, conducts monthly portfolio reviews, and delivers regular performance reporting to clients. A distinctive feature is that the firm’s owner is a licensed insurance agent who occasionally earns commissions on insurance sales (excluding variable products), a relationship the brochure discloses as a potential conflict of interest while also stating the adviser does not accept securities commissions. The adviser supervises the practice directly, manages a modest asset base (approximately $2.9 million) for a small client roster, and does not impose account minimums.

To learn more about the advisors currently working at The Jacobs Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.