Adam Jacobs, CRPC®
Senior Wealth Management Advisor | Field Director
About Adam
Adam is a wealth management advisor at Jacobs Financial, an independently owned and operated financial services firm. As a third-generation advisor, Adam learned the value of wise financial principles at an early age from his father, James, founder of Jacobs Financial. He inherited a passion to make a difference in the lives of individuals and families through financial advice. He provides comprehensive financial guidance for individuals and families to build and protect their wealth and leave the legacy they want.
A core value of Jacobs Financial is 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.
Qualifications
- Life, Accident, and Health Insurance Licensed
- FINRA Series 7 Registered
- FINRA Series 66 Registered
- Chartered Retirement Planning Counselor (CRPC®)
Services
Adam believes that every client should be treated as family, and deserves the right to confidence, dignity, financial security, and the creation of a financial legacy through personalized advice, including:
- Retirement strategies
- Comprehensive financial planning
- Wealth accumulation and distribution
- Investment management
- Insurance—life, disability, and long-term care
- Debt management
- Employee benefit programs
- Tax minimization strategies
Personal
Adam resides in Southern California with his wife, Erin, and four children. Born and raised in Minnesota, he moved to San Diego in 2003, where he built his life and financial practice and established the first West Coast Jacobs Financial office in 2026. As Field Director, Adam has a passion for mentoring new financial advisors as they grow their practice and impact in their communities.
In their free time, Adam and Erin enjoy soccer, hiking, traveling, and making memories with their kids and loved ones.
Adam is a registered representative of Cetera Wealth Services, LLC. CA Insurance License #4178278.
Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.