Financial Advisor with LPL Financial
Jacob is a South Carolina native. He graduated from the Darla Moore School of Business in 2017 with a degree in Economics and Finance. He has now been a Financial Advisor for 5 years working mostly with black physicians and more recently athletes. Jacob advises his clients on stock and bond investments, taxes related to investment income, the most efficient ways to make major purchases using cash and/or debt, and several other important money decisions. Jacob also manages IRAs and non-retirement investment portfolios for his clients. This is a lifelong career for Jacob as he continues to grow his practice and build a reputation in The Carolinas and Georgia. He takes his fiduciary responsibility to his clients serious. Aside from his career, Jacob enjoys music, watching football, and being on the water.
Both of his parents have spent their entire careers in finance. His mother, Victoria, is a 33 year veteran at the FDIC as a bank regulator. His father, Kenneth, was a mortgage broker at various firms for 21 years.