Your Local Financial Partner
At Jacobs Wealth Management, we take pride in offering a professional, client-centric approach to financial advisory services. With a deep understanding of the unique financial challenges and opportunities in our local community, we are committed to delivering top-tier financial solutions tailored to your individual needs. Our goal is to provide you with a secure and comfortable environment for managing your finances, helping you achieve your financial aspirations with expert guidance and professionalism.
Our Services
We're not just your financial advisors; we're your partners in building a brighter financial future. Whether you're planning for retirement, saving for your child's education, or looking to grow your wealth, we're here to help you every step of the way. We're committed to listening to your needs, understanding your goals, and working together to create a tailored financial plan that suits your unique circumstances.
“We're not here to overwhelm you with jargon or complicated strategies. Instead, we aim to simplify the process and make it easy for you to understand and act upon.”
— Jim Jacobs
Retirement Planning
Business Planning
Estate Planning
Investments
Portfolio Management
Risk Management
Experience the Difference
Discover the Jacobs Wealth Management difference – where professionalism meets personalized service. We understand that your financial goals are as unique as you are, and we are dedicated to helping you achieve them. Take the first step toward a more confident financial future and partner with us today.
Your Advisor Partner
As a financial advisor, Jim provides independent, comprehensive financial planning and investment services individually tailored to his clients’ needs. Jim has been in the financial industry since 1999 and a financial advisor since 2009.
Jim sees financial advisors as partners, sitting on the same side of the table as his clients, formulating strategies to help protect them and the ones they love so that they can achieve their financial goals. He approaches every client relationship with open and honest communication, always keeping the client’s best interest at heart.
Jim graduated with a Bachelor’s in Business Administration from LaGrange College in LaGrange, Georgia. When he’s not working, Jim can be found spending time with his two dogs, jogging or doing Crossfit, cooking, or supporting his favorite football team. Jim is a board member on the local non-profit Keep Golden Isles Beautiful and enjoys volunteering at his local church.
Will Brand, CRCP®
Ryan Geschke
Erin Corbett
Jenny Kurz
Lauren Lehman, CFA®, CFP®
Arianna Rodriguez, CIMA®
Get In Touch
Do you have questions for Jacobs Wealth Management and want to get in touch? Give us a call Monday – Friday, 8:30 a.m. – 4:30 p.m. ET, or email us at any time. We are here to serve you.
