I’m Jacob Lewis, one of our firm’s partners. Since graduating with a bachelor’s degree in finance and economics from the University of St. Thomas, I’ve remained dedicated to ongoing financial education throughout my career. In doing so, I’ve attended the Wharton School of the University of Pennsylvania and the American College.
I currently hold the following licenses:
- FINRA Series 7 securities
- FINRA Series 66
- Life/Health/Accident Insurance
My wife, Breanna, and I live in Pequot Lakes, MN with our three sons, Charles, Owen, and Theo. When I’m not here at the office or chasing my boys around, I enjoy hunting, golfing, cooking (or, more specifically, grilling and smoking meat) and traveling. I consider myself an outdoor enthusiast and enjoy spending time with my friends and family at our cabin in Northern Minnesota.
Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable 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.
Falcon Financial Group, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.