Adam Jacobs, CRPC®

Senior Wealth Management Advisor | Field Director

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

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.

CONNECT WITH ADAM

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.

Advisor team

Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC®, CPFA®
Andrew S. Jacobs ChFC®, AIF®, RICP®, CLTC®, CPFA®

Senior Partner/Wealth Management Advisor

David M. Jacobs, AIF®, CLTC®, CFP®, QPFC®, NQPA™
David M. Jacobs, AIF®, CLTC®, CFP®, QPFC®, NQPA™

Senior Partner and Wealth Management Advisor

Grace B. Torres Kilpatrick, CEPA®
Grace B. Torres Kilpatrick, CEPA®

Regional Director | Branch Manager | Senior Financial Advisor

Support team

Emily Fairchild
Emily Fairchild

Operations Manager

North Star resource team

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

Senior Vice President

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®

Senior Vice President and Chief Investment Officer

Max Miller
Max Miller

Disability Insurance Consultant

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Michael Sejbl
Michael Sejbl

Property and Casualty Consultant

San Diego

Ten Governor
5075 Shoreham Pl, Suite 260
San Diego, CA 92122

Get Directions

Contact Adam

    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.

    TOP