The Jacobs Financial Group

Overview

The Jacobs Financial Group is a single-owner independent RIA operating as a sole proprietorship that serves individual and family clients and a small number of small-business relationships. The firm combines financial planning and discretionary portfolio management with insurance brokerage services, which drives a focus on insurance-linked solutions alongside traditional portfolio work. Fee arrangements include a percentage of AUM, hourly consulting and fixed-fee engagements, allowing flexibility for both ongoing wealth management and one-off planning projects. Investment posture is conservative and income-oriented. Filings show a strong tilt toward fixed-income instruments—particularly U.S. government securities—reflecting a priority on principal preservation and predictable cash flow. The firm does not position itself as an active ESG investor and appears to operate at a local scale rather than as a multi-state advisory platform.

Assets & Accounts

Investments & Alternatives

Location & Offices