
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
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