Jason Jacobi, CFP®
LPL Registered Principal & Wealth Advisor at Boyer Financial Services- Claim this Profile
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Certified Financial Planner (CFP)
CFP BoardAug, 2022- Oct, 2024 -
Series 24: General Securities Principal. License held with LPL Financial.
FINRAOct, 2020- Oct, 2024 -
Series 7: General Securities Representative. License held with LPL Financial.
FINRANov, 2017- Oct, 2024 -
CA Life-Only Insurance License
California Department of InsuranceAug, 2017- Oct, 2024 -
Series 65: Uniform Investment Adviser Law Examination. License held with LPL Financial.
FINRAJun, 2017- Oct, 2024 -
Series 63: Uniform Securities State Law Exam. License held with LPL Financial.
FINRAApr, 2017- Oct, 2024 -
Series 6: Investment Company and Variable Contracts Products Representative. License held with LPL Financial.
FINRAFeb, 2014- Oct, 2024
Experience
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Boyer Financial Services
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United States
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Financial Services
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1 - 100 Employee
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LPL Registered Principal & Wealth Advisor
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Apr 2017 - Present
Providing my clients a comprehensive and thorough wealth management experience by offering the following financial services including, but not limited to: - Financial Planning: Retirement, Estate, Tax, Investments, Insurance, Education, and Business Planning. - Investments: Portfolio construction/monitoring, Tax Management, Risk Analysis, Securities Research. - Fee Based Approach: No Planning fees, transaction, or sales charges, I charge an annual "all-encompassing" fee based on each client's assets under management. Allowing me to focus on my client's financial goals and acting as a fiduciary for advisory clients in the process. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Boyer Financial Services may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less
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Pacific Life
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United States
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Financial Services
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700 & Above Employee
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Digital Marketing Specialist
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Nov 2015 - Apr 2017
Build and maintain Pacific Life's family of websites which includes: Mutual Funds, Annuities, Structured Settlements, Pension Risk Transfers, and Long Term Care.- Manage current content for our family of websites- Manage projects for marketing materials and their posting to our website.- Create web pages for housing new material, content, and videos. - Analyze data using Adobe and Google Analytics to write reports based on findings- Forecast important market and global events/trends in order to better position our content and create marketing material based on research. Show less
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Annuity Product Specialist
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Feb 2015 - Nov 2015
Provided fixed and variable product specific information to registered representatives, financial planners, and clients alike; while also participating in projects to enhance department chemistry and initiatives. - Communicated to financial professionals and clients about their fixed and variable annuity products which helped them make appropriate financial decisions- Worked on projects to help develop department wide initiatives; which included work with fund performance, investments, project design, implementation, and presentations to senior management- Created marketing pieces for project roll-out to operations team and reviewed key marketing pieces before specific funds launch Show less
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Fixed Annuity Specialist
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Dec 2013 - Feb 2015
Provided fixed and variable product specific information to registered representatives, financial planners, and clients alike.- Communicated to financial professionals and clients about their fixed and variable annuity products which helped them make appropriate financial decisions- Provided world-class service to representatives and clients- Performed withdrawals, trades, and assisted in solving difficult financial situations that required critical thinking and efficient problem solving. Show less
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Education
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2009 - 2013
Chapman University
Bachelor of Arts (B.A.), Sociology with a secondary emphasis in Leadership and Communication
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