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Jeffrey W Jacobs

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Jeffrey W Jacobs
Associate Financial Advisor
.
MBA, FIC, RICP®, CLTC®, CEPA®
Part of the Apex Financial Group practice
1511 S. 12th Street
Sheboygan, WI 53081
About Jeffrey Jacobs
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Masters of Business Administration/Management, Marquette University
  • Masters in Business Administration
  • Fraternal Insurance Counselor
  • Retirement Income Certified Professional®
  • Certification in Long-Term Care®
  • Certified Exit Planning Advisor®
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #4025273)
  • Florida
  • Indiana
  • Wisconsin

Insights

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Great with people? Natural problem-solver? Both can take you far in your career as a financial advisor.​ Get the autonomy you crave and the unlimited income potential you deserve all while enjoying Thrivent's uniquely purpose-driven culture.​ Entrepreneurs can learn more here: thriventcareers.com/4A9HCtG #Careers #FinancialAdvisor #CareerGrowth #Thrivent​
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Your hospitality skills can take you beyond hospitality. 👀​ Your people skills, relationship building and service mindset can translate to a career as a Thrivent financial advisor.​ Discover more: thriventcareers.com/45YmZmH​ #CareerChange #FinancialServices #FinancialAdvisor
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Why do people stay at Thrivent? 🤔 Because you can build a career that’s both financially rewarding and deeply purposeful (doing work that means more). Discover why our retention rate is above the industry average: thriventcareers.com/46ccOLr #Careers #FinancialServices #CareerGrowth #Thrivent
Office location
Sheboygan Location
1511 S. 12th Street
Sheboygan, WI 53081
Phone920-234-2400Hours

Mon - Thurs 9 to 5

Evenings and Friday 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