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Jay Jacobs

An Ameriprise Platinum Financial Services® Practice
CFP®, ChFC®, Senior Financial Advisor
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(812) 858-7526

Newburgh, IN 47630
jay.d.jacobs@ampf.com

Contact Information


(812) 858-7526
4266 Bell Rd
Ste 9
Newburgh, IN 47630
JACOBS, THACKER & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/jay.d.jacobs

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.


Interests

  • I enjoy watching my children learn new things
  • St. Louis Baseball
  • The occasional golf match

Community Participation

Historic Newburgh Kiwanis member, United Methodist Youth Home Finance Committee member, Newburgh United Methodist Church Staff Parish Relations Committee, Finance Committee, Administrative Board Member


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Bachelor of Arts Degree

Professional Associations

  • Financial Planning Association

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Asset Allocation
  • General Financial Planning

License Information

I am licensed and registered to conduct business in IN.

Based on licenses and registrations I hold, I may also conduct certain business in GA, IL, KY, WA

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.