Jacob Jones, CFP®
Wealth Advisor
Designations and Licenses
Jacob is a CERTIFIED FINANCIAL PLANNING™ professional.
Experience and Education
Jacob provides financial planning solutions to his clients based on their specific goals and objectives. He has been in the financial services industry since 2014. Prior to joining Mariner Wealth Advisors, he spent five years as a financial advisor helping individuals with investment and insurance solutions.
He has a bachelor’s degree in accounting and finance from Missouri Western State University.
Personal Interests
Jacob played college baseball for four years at Missouri Western State University. He enjoys golfing, watching football and spending time with his wife and two dogs.
Jacob’s Office
Insights
Navigating Financial Conflicts Between Spouses Part 1
December 1, 2022
In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Christina Lynn, practice management...
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What We’re Grateful For
November 17, 2022
In preparation for Thanksgiving, Valerie Escobar , senior wealth advisor, and Michael MacKelvie , wealth advisor, share what they...
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Establish A Donor-Advised Fund: Give to Charities While Enjoying Tax Advantages
November 4, 2022
You may be wondering how you can minimize your tax burden and do some good at the same time....
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