Jacob C. Samuels,  CFP<sup>&reg;</sup> - Financial Advisor

Jacob C. Samuels, CFP®

Senior Portfolio Manager

Kelman-Lazarov, Inc.

5100 Poplar Ave, #2805
Memphis, TN 38137
FINANCIAL ADVISOR'S WEBSITE
(901) 685-8284 CONNECT WITH Jacob
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General

Jacob Samuels is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Kelman-Lazarov, Inc. in Memphis, TN and the surrounding communities.

Financial Advisor Overview

Kelman-Lazarov, Inc. is an independent, SEC-registered investment advisory firm based in Memphis, Tennessee. Founded in 1979, it provides financial planning, investment management, tax planning, and multi-generational wealth transfer services to high-net-worth individuals, families, business owners, and institutions.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Personal Taxes

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Helpful Financial Planning Resources