800.352.5837

Jacob Ritter
Jacob Ritter
Financial Advisor
Areas of Focus
  • Disability Insurance
  • Income Protection Strategies
  • Insurance Strategies
  • Life Insurance
  • Medical Professionals
  • Retirement Strategies
  • Risk Management
  • Tax-Efficient Investment Strategies*


Phone: 512.610.4066
Location
Austin, TX »
300 Beardsley Lane
Suite A104
Austin, TX 78746

Fax: 512.610.4051

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As a financial advisor based in Austin, TX, Jacob Ritter works with physicians across the country, both in practice and in training. With a focus on risk management as the foundation for a financial strategy, Jacob specializes in helping his clients to identify the life and disability insurance options that best fit the needs of them and their families.

Jacob and his team, including his mentor Shaun McDuffee, work with residency and fellowship programs across the country. They are well-versed in both the challenges and opportunities that physicians face when it comes to risk management. While conversations on life and disability insurance options can be difficult, Jacob believes it’s imperative for his clients to prepare for whatever the future might hold. His ultimate goal is to ensure that his clients and their families are protected no matter what may come their way.

Jacob’s areas of focus include:

  • Disability insurance
  • Income protection strategies
  • Insurance strategies
  • Life insurance
  • Medical professionals
  • Retirement strategies
  • Risk management
  • Tax-efficient investment strategies*

Qualifications:

  • Life and health licensed
  • FINRA Series 7 and 66 registered
  • Member, North Star Medical Division

Community Involvement:

Jacob is involved with T-Association (alumni letter-winners at UT), WETS (Working Ex’s for Texas Swimming), and is a board member with the non-profit organization Stop Alzheimer’s Now (SAN). SAN, founded in 2013, is committed to increasing awareness for Alzheimer’s disease and dementia by walking 3,652 miles across all 50 states. Learn more about SAN by visiting their website or Facebook page.

Personal:

Originally from Houston, TX, Jacob now resides in Austin. He graduated from the University of Texas – Austin, after pursuing a major in Economics and a minor in Business Administration. Jacob enjoys swimming, participating in triathlons and cycling in his spare time.

Interested in learning more about Jacob? Contact him via the information listed above.

Jacob is a registered representative and investment advisor representative of CRI Securities, LLC and Securian Financial Services, Inc. 2172216 / DOFU 07-2018

Jacob’s Support Team


Ashley KozlenkoName: Ashley Kozlenko
Title: Administrative Assistant
Email: Ashley.Kozlenko@northstarfinancial.com
Phone: 612.617.6144
Fax: 612.256.3144

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President, Life Business Development
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Austin

300 Beardsley Lane
Suite A104
Austin, TX 78746