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Jason Jacobs

Advisor Image
Jason Jacobs
Financial Advisor
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BFA™
About Jason Jacobs
About Jason Jacobs

Proudly serving clients in Spencer, Spirit Lake, Milford, Ocheyedan, Hartley, Lake Park, and surrounding areas. I'm a lifelong resident of Northwest Iowa and grew up on a family farm near Melvin. I still get the opportunity to help on the farm each spring and fall, which I enjoy. In 2010 I graduated from Buena Vista University in Storm Lake with a bachelor's degree in media studies. I then spent 12 years working full time in the radio industry. I met my wife in 2015, and we got married in 2018. We live in Spencer and have been blessed with two sons and a daughter: Lincoln, Griffen, and Madden. We attend First English Lutheran Church in Spencer. I joined Thrivent in the fall of 2022. I have been active in the Spencer Jaycees chapter since 2013 and the Spencer Youth Baseball and Softball Association since 2024.


I work with my clients by helping with:

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Planning
  • Retirement strategies
  • Investment Strategies
  • Estate Strategies
  • College Planning
  • Charitable Giving


Answering the questions:

  • What can I do with an old 401k?
  • How much life insurance do I need?
  • When can I retire?
  • Should I open a ROTH IRA?
  • What strategies can I use to reduce taxes in retirement?


Education:

Life & Health Insurance License

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combine State Law

B.A. in Media Studies – Buena Vista University

My qualifications
  • Bachelors of Digital Communications_Media_Multimedia, Buena Vista University
  • Behavioral Financial Advisor™
  • Series 7 - General Securities Representative
  • Securities Industry Essentials
My state licenses
  • Arizona
  • Colorado
  • Florida
  • Iowa
  • Kansas
  • Minnesota
  • Missouri
  • Nebraska
  • South Dakota
  • West Virginia
  • Wisconsin
  • Wyoming

Insights

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Help prepare for retirement with confidence by getting a locked-in interest rate for the guarantee period you choose—either 3, 5, 7 or 9 years—with a Thrivent Multi-Year Guarantee Annuity™. This single premium fixed deferred annuity offers: • Dependable interest • Tax-deferred earnings • Protection from market risk Contact me today if you want to discuss if this is right for you. For additional interest rates and other important information: https://bit.ly/4fFumVI See thrivent.com/social for important disclosures.
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Understanding Annuities & Social Security with Robin Mueller October 27-29, 2026 When it comes to annuities and Social Security, you have choices to make that could affect your income for the rest of your life. Find out how effective annuities can be at helping fund the gap since Social Security benefits are rarely enough to cover your expenses in retirement. Disclosure: No products will be sold. Robin Mueller is not affiliate with or endorsed by Thrivent. Views are their own. See thrivent.com/social for additional disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6016665.3 Registration Link: https://www.eventbrite.com/e/robin-mueller-understanding-annuities-social-security-tickets-1999507470670?aff=FAPromo
Navigating open enrollment: 5 ways to make the best choices for your family
Navigating open enrollment: 5 ways to make the best choices for your familyOpen enrollment is your opportunity to make choices that will protect and support your family throughout the year. Take a look at this helpful guide before you get started. Let’s connect if you want to discuss which options are the right fit for your family’s needs.
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Understanding Annuities & Social Security with Robin Mueller image
Understanding Annuities & Social Security with Robin MuellerOct 29, 2026, 11:30 PM UTC
Clay County Regional Events Center | 800 W 18th St Spencer, IA 51301
When it comes to annuities and Social Security, you have choices to make that could affect your income for the rest of your life. Find out how effective annuities can be at helping fund the gap since Social Security benefits are rarely enough to cover your expenses in retirement. Disclosure:No products will be sold. Robin Mueller is not affiliate with or endorsed by Thrivent. Views are their own. See thrivent.com/social for additional disclosures. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. Thrivent.com/disclosures. 6016665.3
View all events→
Office location
Spencer Location
115 W 7th St. PO Box 611
Spencer, IA 51301
Phone712-262-9554Hours

M – Th: 9 a.m. – 5 p.m.

F: 9 a.m, - 12 p.m.

Evenings by Appointment

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations