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Chris Jacobson Location
Yankton, SD, US
Chris Jacobson Work
Founder and Agency Owner @ (March 2016 - Present)
Financial Advisor @ (March 2014 - March 2016)
Chair @ Lake Forest NA (January 2014 - January 2016)
Financial Advisor @ (May 2011 - March 2014)
Licensed Personal Banker @ (May 2010 - May 2011)
Financial Professional @ (May 2009 - May 2010)
Chris Jacobson Education
Kaplan University
Financial Planning and Services
2014-2015
Minnesota State University, Mankato
Financial Planning Certificate
2013-2014
Minnesota State University, Mankato
Psychology of Sport
2006-2008
University of Portland
B. A. (Political Science)
2002-2006
Chris Jacobson Skills
401k Rollovers
529 Plans
Agency Leadership
Asset Allocation
Business Ownership
Commercial Insurance
Customer Service
Estate Planning
Finance
Financial Advisory
Financial Planning
Financial Services
Fixed Annuities
IRAs
Insurance
Investments
Leadership
Life Insurance
Mutual Funds
Personal Tax Planning
Retirement Planning
Roth IRA
Tax Advisory
Variable Annuities
Wealth Management
Chris Jacobson Summary
Chris Jacobson, based in Yankton, SD, US, is currently a Founder and Agency Owner at Vision Insurance Group. Chris Jacobson brings experience from previous roles at US Bancorp Investments, Lake Forest NA, JPMorgan Securities LLC and JPMorgan Chase. Chris Jacobson holds a 2014 - 2015 Financial Planning and Services @ Kaplan University. With a robust skill set that includes 401k Rollovers, 529 Plans, Agency Leadership, Asset Allocation, Business Ownership and more. Chris Jacobson has 1 mobile phone numbers on RocketReach.
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