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Jason Jacobi, CFP®

Jason Jacobi, CFP®

LPL Registered Principal & Wealth Advisor

A former collegiate football player at Chapman University and Newport Beach native. Jason began his career in the financial services industry in 2013 at a Fortune 500 company where he developed a passion for the global markets and financial planning process. His hospitality background has groomed him into delivering a client-centric experience focused on delivering exceptional services tailored to each individual, family, or business. In his spare time, Jason loves to spend time with his wife, Melissa, and 2 kids. You can find them down at the beach, in the mountains somewhere, or dining around town.