Mikael A. Jacobs,  CFP<sup>&reg;</sup> - Financial Advisor

Mikael A. Jacobs, CFP®

CAPTRUST

5314 Maryland Way, Ste 300
Brentwood, TN 37027
(615) 369-1405

General

Mikael Jacobs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CAPTRUST in Brentwood, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources