Jacobs Financial

Finance · Minnesota, United States · 11-50 Employees

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Overview

Headquarters

1407 33rd St S, Saint Cloud, Minnesota, ...

Phone Number

(320) 217-6006

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Jacobs Financial

Jacobs Financial is a family-owned financial services firm, located in St. Cloud, Minn. The company is committed to providing financial strategies to meet the lifetime financial goals of its clients. Our aim is to treat each client - individual, family, business owner, professional - like a family member. Founder James (Jim) Jacobs and sons, Andrew and David, take pride in their professional integrity and ideals of service, and work to foster strong relationships within the community. Their goal is to build a legacy of sound financial practice, together. The Jacobs' financial practice received its early inspiration and guidance from Jim's father-in-law, David (Dave) Willmore, an independent insurance agent who began his practice in Minneapolis in 1964. With Dave's encouragement, Jim entered the insurance business in 1973 and opened a satellite office in St. Cloud. Over the next five years, he earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designatRead more
Jacobs Financial's Social MediaPopular SearchesJacobs FinancialJacobs Financial LLCJacobs Financial IncJacobs Financial Advisors IncJacobs Financial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Jacobs Financial Org Chart

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Chief Executive Officer

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Manager, Business Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Jacobs Financial

<$5M
11-50
Private
-
1973
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
11-50
Private
-
-
DD
Davis DunnManager, Operations
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2014
N/A
<$5M
1-10
Private
-
2006
Michael Passage, Chairman and Chief Executive Officer at Passage Wealth Advisors
Michael PassageChairman and CEO
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Jacobs Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Jacobs Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jacobs Financial.

Jacobs Financial Tech Stack

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Jacobs Financial News & Media

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Frequently Asked Questions Regarding Jacobs Financial

What is Jacobs Financial's official website?
Jacobs Financial's official website is www.jacobs-financial.com
What is Jacobs Financial's Revenue?
Jacobs Financial's revenue is <$5 Million
What is Jacobs Financial's SIC code?
Jacobs Financial's SIC: 62,628
What is Jacobs Financial's NAICS code?
Jacobs Financial's NAICS: 52,523
How many employees does Jacobs Financial have?
Jacobs Financial has 11-50 employees
What industry does Jacobs Financial belong to?
Jacobs Financial is in the industry of: Finance, Insurance, Securities Trading
What is Jacobs Financial competition?
Jacobs Financial top competitors include: Sachs Financial Servic, Advanced Benefit Systems, Great Lakes Wealth Advisors, Pacific Coast Wealth Management
What technology does Jacobs Financial use?
Some of the popular technologies that Jacobs Financial uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, FMG Suite
How do I contact Jacobs Financial?
Jacobs Financial contact info: Phone number: (320) 217-6006 Website: www.jacobs-financial.com
What does Jacobs Financial do?

Jacobs Financial is a family-owned financial services firm, located in St. Cloud, Minn. The company is committed to providing financial strategies to meet the lifetime financial goals of its clients. Our aim is to treat each client - individual, family, business owner, professional - like a family member. Founder James (Jim) Jacobs and sons, Andrew... and David, take pride in their professional integrity and ideals of service, and work to foster strong relationships within the community. Their goal is to build a legacy of sound financial practice, together. The Jacobs' financial practice received its early inspiration and guidance from Jim's father-in-law, David (Dave) Willmore, an independent insurance agent who began his practice in Minneapolis in 1964. With Dave's encouragement, Jim entered the insurance business in 1973 and opened a satellite office in St. Cloud. Over the next five years, he earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, and his securities' license. In 1979 Dave and Jim formed a partnership as Jacobs, Willmore & Associates, and established an office in the Westgate Mall in St. Cloud. Two years later, they moved downtown to a larger space at the St. Cloud Business Center. When Dave passed away in 1992, Jim continued on. The Jacobs Agency, as it was now known, served clients for over 25 years at that downtown location. The firm was greatly challenged in 1999 when Jim was diagnosed with a non-terminal form of cancer. The Jacobs' family evaluated their options for the company's future and Jim's own personal legacy, and soon after, Andy and Dave decided to join their futures with their father's. They gained experience, passed insurance licenses and securities registrations, and proved to be valuable, full-time members of the Jacobs' financial team. As business increased, additional staff was hired, and the company outgrew its space. In 2007 Jacobs Financial moved to the 4,600 square foot Jacobs Executive Center at 1407 33rd Street South. By ...Read More

What are Jacobs Financial social media links?
Jacobs Financial Linkedin page Jacobs Financial Twitter page Jacobs Financial Facebook page
Is Jacobs Financial a public company?
Jacobs Financial is private company therefore does not currently have an official ticker symbol
See more information about Jacobs Financial

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