Adam Jacobs

Financial Advisor

Check the background of this investment professional on FINRA’s BrokerCheck.

Adam Jacobs

Financial Advisor

About Adam

As a 2nd-generation advisor, Adam learned the value of wise financial principles at an early age from his father James. Early on, he developed a passion to make a difference in the lives of the individuals and families he serves. Now, as a Wealth Management Advisor based in San Diego, Adam provides comprehensive financial guidance for business owners, professionals, and their families to build and protect their wealth and leave the legacy they want.

 

Adam strives to be a lifetime resource to help clients establish and reach their financial goals and develop strategies for the future with the continuity of care that they deserve.

 

Working alongside a team of senior advisors, including advisors with the CERTIFIED FINANCIAL PLANNERTM designation as well as insurance and investment specialists, Adam helps provide clients with the guidance and resources needed to reach their financial goals, with dedicated support and accountability along the way.

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Qualifications

  • Life, Accident, and Health Insurance Licensed
  • FINRA Series 7 Registered
  • FINRA Series 66 Registered

Services

Adam believes that every client should be treated as family, and deserves the right to peace, dignity, financial security, and the creation of a financial legacy through personalized advice, including:

  • Retirement strategies
  • Investment management
  • Asset Protection
  • Insurance – life, disability, and long-term care
  • Wealth accumulation and distribution
  • Debt management
  • Employee benefit programs
  • Tax minimization strategies
  • Education funding
  • Financial planning

Personal

Adam resides in Vista, California with his wife and four children. Originally from Minnesota, he moved to San Diego in 2003 where he built his life and practice. He enjoys supporting his kids’ plethora of activities and interests, traveling (which includes frequent trips to Minnesota to visit his large extended family), and making memories with his loved ones. As soccer enthusiasts, Adam and his wife Erin spend much of their free time either rooting on their favorite teams or cheering on their kids.

Team

Zachary MacDougall, CFP®, ChFC®
Zachary MacDougall, CFP®, ChFC®

Partner and Financial Advisor

North Star resource team

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Max Miller
Max Miller

Disability Insurance Consultant

Shannon McGinty
Shannon McGinty

Financial Planning Specialist

San Diego, CA

9370 Sky Park Court
Suite 150
San Diego, CA 92123

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Contact Adam

    Adam is a registered representative and investment advisor representative of Securian Financial Services, Inc. 4459384/DOFU 03-2022