CoverProfile

John Jacobson

Senior Wealth Manager

TL Private Wealth

United States, California, San Luis Obispo

About Me

John serves as the primary trusted advisor for a select group of individuals and families. His focus is on the creation, preservation and eventual transfer of wealth for his clients. Prior to joining TL Private Wealth, John spent 8 years as a Senior Financial Consultant with TD Ameritrade. John is currently working toward obtaining the CERTIFIED FINANCIAL PLANNER™ designation. Away from work, John loves spending time with his wife Tiffany and their seven children, Tyler, Ava, Colby, Emry, Elodie, Violet and Oliver. John is also a die-hard cycling fan.

Profile Information

Senior Wealth Manager

TL Private Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Luis Obispo

California

United States

May 16, 2024

More profiles to browse

Profile Photo
Dustin Tondre
Co-Founder and Managing Partner
Profile Photo
Jeff Byrum
Senior Wealth Manager
Profile Photo
Brad Little
Managing Partner

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BH
Bob Helmer
President Emeritus
Baldwin Wallace University