Jacob is a Financial Consultant with Falcon Financial Group. His goal is to help clients reach financial security by defining, implementing, and maintaining financial strategies including: wealth accumulation, preservation, and distributions, and accomplish the aforementioned while managing risk to the client.
Jacob obtained a Bachelors of Arts Degree in Finance with a minor in Economics from the University of St. Thomas.
Since graduation college Jacob has studied for, and obtained the following licenses:
FINRA Series 7 Securities
FINRA Series 66
- Life/Health/Accident Insurance
Jacob takes an open approach to meeting his client needs rather than just recommending a specific product. He believes it is important to first develop a strategy to meet a client’s goals and then recommend the correct products to meet those goals. The Falcon Financial Group, LLC team of advisors that Jacob works with at AXA and his ability to use resources like AXA Network, LLC. allows Jacob to make recommendations that appropriately meet his client’s needs.
Jacob appreciates the opportunity to do business with you.
Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
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