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james jacobson vice president wealth advisor
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-James H. Jacobson, CFP ®

SENIOR VICE PRESIDENT AND WEALTH ADVISOR

Jim has a reputation for being engaging, witty, caring and very knowledgeable. He takes a win-win approach to helping his clients make good decisions by avoiding emotional responses to ensure they stay on track to reach their financial objectives. When Jim is not focused on his clients, you can probably find him spending time with his family, including his two sons, engaging with nature, or running obstacle course races. Jim’s home is 90% powered by solar and he owns a small tree farm in the Midwest.

I love: comedy.


HAVE AT IT! CALL ME OR MESSAGE ME


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