Jason Jacobs

BFA™

Financial Advisor

State(s) Licensed:   AZ, CO, FL, IA, MN, SD, TN, WA, WV

Phone 712-260-4818
Address

115 W 7th St. PO Box 611
Spencer, IA 51301

Jason Jacobs

State(s) Licensed:   AZ, CO, FL, IA, MN, SD, TN, WA, WV

Proudly serving clients in Northwest Iowa and Southwest Minnesota

I spent the first 12 years of my adult life as a radio DJ, but after the birth of my second son, I realized I needed a more normal work schedule. For years I helped clients share information about their business with the public. Now I get to use those communication skills to understand my client's goals and priorities and guide them toward financial choices that help them live a life full of meaning and gratitude. Tell me where you're at today. Driven by your goals and values, I'll help you map out a path to a more secure financial future.


I specialize in helping people be more secure in these areas:

  • Protecting your loved ones from the impact of death, disability, and extended care
  • Helping you decide how much insurance do I need?
  • Retirement income planning
  • Investment Management
  • College Planning
  • Wealth Management
  • Financial Planning
  • Charitable Giving


I serve Spencer, Spirit Lake, Milford, Okoboji, Ocheyedan, Hartley, and surrounding communities. I am also able to meet via video call. Feel free to call, email, or book a meeting online to begin YOUR journey! Book a meeting with Jason

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Location

Spencer Office

Phone:
712-260-4818

Hours

M – F: 9 a.m. – 5 p.m.

Evenings by appointment.