Broker Check
Jason Jacobi

Jason Jacobi

LPL Registered Principal & Wealth Advisor

Jason, a Chapman University graduate and football player, began his career in the financial services industry in December 2013 at Fortune 500 Company, Pacific Life. As an annuity product specialist in the Retirement Solutions Division, he worked with both clients and financial advisors, educating them on contract specific information, tax reporting, institutional transfers, trading, optional benefit riders, and among other things, contract structuring. Jason has a passion for the markets, both domestic and international, and is a published author for his article on “Tackling the Presidential Economic cycle", which was one of the most read articles of the year on Pacific Life’s website. In his spare time, Jason loves to spend time with his wife Melissa and son Jaxon; snowboard (or ski depending on the day), travel the world, work out, play sports, and hunt.