John Jacobson

Investment Advisor Representative

John attended the University of Minnesota where he earned his Bachelor of Science degree in Business Administration. John also holds the professional designations of Chartered Life Underwriter® (CLU®) and Chartered Financial Advisor® (ChFC®). John has resided at the Lake San Marcos area since 2005.

As a Investment Advisor Representative, John helps his clients sort through the maze of investment choices and planning strategies to provide solutions for retirement, wealth accumulation and estate planning. He has been an advisor for over 25 years, and prides himself on being able to take complicated planning strategies and simplify them for his client’s understanding.