Jacobs Financial
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Jacobs Financial Employees
Employee
Years
Job
Industry
Andrew S. Jacobs ChFC®, AIF®, CLTC Andrew S. Jacobs ChFC®, AIF®, CLTC's Jacobs Financial Experience January 2004 - Present
Job Senior Partner and Wealth Management Advisor at Jacobs Financial
Industry Financial Services
Experience
Jacobs Financial January 2004 - Present
TEKsystems 1997 - 2003
Skills
Investments, Retirement Planning, Financial Services, Employee Benefits, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Management, Executive Compensation..., Qualified Retirement...
Education
St. Cloud State University 1992 — 1996
Jacobs Financial January 2004 - Present
TEKsystems 1997 - 2003
Skills
Investments, Retirement Planning, Financial Services, Employee Benefits, Life Insurance, Disability Insurance, Long Term Care Insurance, Wealth Management, Executive Compensation..., Qualified Retirement...
Education
St. Cloud State University 1992 — 1996
Rick Wildtraut Rick Wildtraut's Jacobs Financial Experience April 2012 - September 2012
Job New Vehicle Business Manager at Miller Auto & Marine
Industry Automotive
Experience
Miller Auto Plaza June 2015 - Present
Eich Motor Company May 2014 - May 2015
Gilleland Chevrolet Cadillac October 2013 - May 2014
Gilleland Chevrolet Cadillac January 2013 - October 2013
Gilleland Chevrolet Cadillac September 2012 - January 2013
Jacobs Financial April 2012 - September 2012
COUNTRY ® Financial August 2011 - April 2012
RE/MAX Results November 2008 - August 2011
RE/MAX Results Commercial October 2008 - August 2011
RE/MAX Results Commercial October 2008 - August 2011
Skills
Investments, Sales, Insurance, Sales Management, Selling, Life Insurance, Finance, Disability Insurance, Loans, Health Insurance, Annuities, Mutual Funds, Financial Analysis, Healthcare, Auto Insurance, Home Insurance, Commercial Insurance, Long-term Care, Retirement Strategies, Car Loans, Trade Finance, Chevrolet, Cadillac, Closing Abilities, Business Development, Negotiation, Customer Service, Management, Customer Satisfaction, Training, Homeowners, Retirement
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2008
Bachelor of Science, Finance and Real Estate Appraisal
St. Cloud State University 2003 — 2008
Bachelor of Science, Double Major 1-Finance 2-Real Estate (Appraisal)
Miller Auto Plaza June 2015 - Present
Eich Motor Company May 2014 - May 2015
Gilleland Chevrolet Cadillac October 2013 - May 2014
Gilleland Chevrolet Cadillac January 2013 - October 2013
Gilleland Chevrolet Cadillac September 2012 - January 2013
Jacobs Financial April 2012 - September 2012
COUNTRY ® Financial August 2011 - April 2012
RE/MAX Results November 2008 - August 2011
RE/MAX Results Commercial October 2008 - August 2011
RE/MAX Results Commercial October 2008 - August 2011
Skills
Investments, Sales, Insurance, Sales Management, Selling, Life Insurance, Finance, Disability Insurance, Loans, Health Insurance, Annuities, Mutual Funds, Financial Analysis, Healthcare, Auto Insurance, Home Insurance, Commercial Insurance, Long-term Care, Retirement Strategies, Car Loans, Trade Finance, Chevrolet, Cadillac, Closing Abilities, Business Development, Negotiation, Customer Service, Management, Customer Satisfaction, Training, Homeowners, Retirement
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2008
Bachelor of Science, Finance and Real Estate Appraisal
St. Cloud State University 2003 — 2008
Bachelor of Science, Double Major 1-Finance 2-Real Estate (Appraisal)
James M. Jacobs James M. Jacobs's Jacobs Financial Experience 1973 - Present
Job Partner, Jacobs Financial
Industry Financial Services
Experience
Jacobs Financial 1973 - Present
Education
St. Cloud State University
B.S.
Jacobs Financial 1973 - Present
Education
St. Cloud State University
B.S.
Aaron Zimmer Aaron Zimmer's Jacobs Financial Experience September 2015 - Present
Job Client Relations Coordinator at Jacobs Financial
Industry Financial Services
Experience
Jacobs Financial September 2015 - Present
City of Foley May 2012 - September 2015
Jacobs Financial June 2015 - August 2015
Concordia College Math Department August 2011 - April 2015
Skills
Computer Proficiency, Mathematical Modeling, Java, R, Microsoft Office, Python, Financial Analysis, Accounting, Financial Modeling, Mathematics, Finance
Education
Concordia College 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Finance, 3.59
Foley High School 2007 — 2011
General Studies, 3.63
Jacobs Financial September 2015 - Present
City of Foley May 2012 - September 2015
Jacobs Financial June 2015 - August 2015
Concordia College Math Department August 2011 - April 2015
Skills
Computer Proficiency, Mathematical Modeling, Java, R, Microsoft Office, Python, Financial Analysis, Accounting, Financial Modeling, Mathematics, Finance
Education
Concordia College 2011 — 2015
Bachelor of Arts (B.A.), Mathematical Finance, 3.59
Foley High School 2007 — 2011
General Studies, 3.63
Brandon Lawrence's Jacobs Financial Experience August 2015 - Present
Job Financial Advisor at Jacobs Financial
Industry Financial Services
Experience
Jacobs Financial August 2015 - Present
Jacobs Financial August 2013 - August 2015
Jacobs Financial June 2013 - August 2013
Von Hanson's Meats April 2010 - August 2013
Education
University of Minnesota - Crookston 2014 — 2016
Bachelor’s Degree, Finance
St Cloud Technical and Community College 2012 — 2014
The University of North Dakota 2011 — 2012
Commercial Aviation
Monticello High
Jacobs Financial August 2015 - Present
Jacobs Financial August 2013 - August 2015
Jacobs Financial June 2013 - August 2013
Von Hanson's Meats April 2010 - August 2013
Education
University of Minnesota - Crookston 2014 — 2016
Bachelor’s Degree, Finance
St Cloud Technical and Community College 2012 — 2014
The University of North Dakota 2011 — 2012
Commercial Aviation
Monticello High
Erika Zimmerman Erika Zimmerman's Jacobs Financial Experience June 2015 - August 2015
Job Accounting student at St. Cloud State University
Industry Accounting
Experience
St. Scholastica Convent January 2015 - Present
Jacobs Financial June 2015 - August 2015
Skills
Accounting, Customer Service, Leadership, Time Management, Teamwork, International Experience, Adaptability, Intercultural..., Microsoft Word, Financial Accounting, Financial Reporting, Microsoft Office
Education
St. Cloud State University 2012 — 2016
Bachelor's degree, Accounting
St. Cloud State University- Alnwick, England 2014 — 2015
British History and Contemporary Britain
Nelson Mandela Metropolitan University 2013 — 2014
Undergraduate Studies
Royalton High School 2008 — 2012
HS Diploma
St. Scholastica Convent January 2015 - Present
Jacobs Financial June 2015 - August 2015
Skills
Accounting, Customer Service, Leadership, Time Management, Teamwork, International Experience, Adaptability, Intercultural..., Microsoft Word, Financial Accounting, Financial Reporting, Microsoft Office
Education
St. Cloud State University 2012 — 2016
Bachelor's degree, Accounting
St. Cloud State University- Alnwick, England 2014 — 2015
British History and Contemporary Britain
Nelson Mandela Metropolitan University 2013 — 2014
Undergraduate Studies
Royalton High School 2008 — 2012
HS Diploma
Samuel Weatherly Samuel Weatherly's Jacobs Financial Experience 2009 - 2013
Job Co Owner and Agent at Agents Inc. Ai insurance
Industry Insurance
Experience
Agents Inc. Ai insurance January 2014 - Present
Weatherly Insurance and Benefits Solutions January 2009 - Present
Weatherly Insurance and Benefits / Agents Inc. January 2009 - Present
Jacobs Financial 2009 - 2013
National Spinning Co., Inc. (USA) April 1986 - January 2002
Skills
Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Property & Casualty..., General Insurance, Employee Benefits, Disability Insurance, Public Speaking, Professional Liability, Whole Life, Casualty, Term Life Insurance, Umbrella Insurance, Life Insurance
Education
East Carolina University
Industrial Technology
New Bern Senior High School
college prep
Agents Inc. Ai insurance January 2014 - Present
Weatherly Insurance and Benefits Solutions January 2009 - Present
Weatherly Insurance and Benefits / Agents Inc. January 2009 - Present
Jacobs Financial 2009 - 2013
National Spinning Co., Inc. (USA) April 1986 - January 2002
Skills
Insurance, Health Insurance, Commercial Insurance, Workers Compensation, Property & Casualty..., General Insurance, Employee Benefits, Disability Insurance, Public Speaking, Professional Liability, Whole Life, Casualty, Term Life Insurance, Umbrella Insurance, Life Insurance
Education
East Carolina University
Industrial Technology
New Bern Senior High School
college prep