Advisor photo for Jay D Jacobs

Jay D Jacobs

CFP®, CKA®

Private Wealth Advisor
Certified Kingdom Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Putting clients first; it’s what I do

I’m proud to be with a firm known for its unwavering commitment to understanding not only the markets but also what’s most important to you. I provide personalized financial advice to address today’s challenges and stay focused on tomorrow’s goals.
It’s my honor to share that Ameriprise earned a 2023 Hearts & Wallets Top Performer™ recognition in:
  • Understands me and shares my values
  • Investment ideas are knowledgeable, timely and tactical
  • Explains things in understandable terms
Ready to learn more about how I can help you? Schedule a complimentary consultation whenever it’s convenient for you.

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Honored to be recognized in Forbes

It’s a privilege to help our clients and their families feel more confident and in control of their financial lives. Because of their loyalty, Compass Financial Group has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. I’m so grateful for this honor, for my clients’ trust and for the dedication of our entire team.