Jay D. Jacobs,  CFP<sup>&reg;</sup> - Financial Advisor

Jay D. Jacobs, CFP®

Private Wealth Advisor

Ameriprise Financial Services, Inc.

7517 Eagle Crest Blvd
Evansville, IN 47715
FINANCIAL ADVISOR'S WEBSITE
(812) 477-5520

General

Jay Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Evansville, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: IN, KY, IL
  • Health/disability insurance: IN, KY, IL
  • Fixed annuities: IN, KY, IL
  • Variable annuities: IN, KY, IL

Broker-Dealer Affiliation

Ameriprise Financial Services, Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Estate Planning, Investment Management, Insurance, Retirement, Stocks & Bonds

More

Helpful Financial Planning Resources