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, CANo Degree - Certificate Program ForCertified Financial Planner
Souther Methodist Univeristy
Dallas, TX01-2017
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
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