Summary
Overview
Work History
Education
Skills
Timeline
Generic
John Jacobson

John Jacobson

San Luis Obispo

Summary

John is a resourceful and accomplished Senior Wealth Advisor. He deeply enjoys starting and growing relationships with his clients and their families. Outside the office John loves spending time with his wife, Tiffany, and their seven children (ages 9 to 27). John also enjoys cycling on the Central Coast of California and in the DFW area of Texas. He enjoys traveling to and participating in Gravel and Road Gran Fondos.

Overview

14
14
years of professional experience

Work History

Sr Wealth Manager

TL Private Wealth
10.2018 - Current

John is a Senior Wealth Advisor with TL Private Wealth. He offices out of San Luis Obispo, California as well as TL Private Wealth's home office in Southlake Texas. John has clients across the United States and in Europe. TL Private Wealth provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Senior Financial Advisor

TD Ameritrade
01.2011 - 10.2018

I enjoyed developing relationships with my clients that were centered around their financial well being.

Multiple President's Club Recipient
Multiple Year End High Performer Recipient
Sales Academy

Education

Bachelor of Arts - Chemistry

California State University, Fullerton
Fullerton, CA

No Degree - Certificate Program ForCertified Financial Planner

Souther Methodist Univeristy
Dallas, TX
01-2017

Skills

  • Due diligence
  • Financial planning
  • Line of credit management
  • Annual client review
  • Client retention
  • Regulatory compliance
  • Portfolio diversification
  • Estate planning
  • Asset allocation
  • Tax planning
  • Portfolio and asset management

Timeline

Sr Wealth Manager

TL Private Wealth
10.2018 - Current

Senior Financial Advisor

TD Ameritrade
01.2011 - 10.2018

Bachelor of Arts - Chemistry

California State University, Fullerton

No Degree - Certificate Program ForCertified Financial Planner

Souther Methodist Univeristy
John Jacobson