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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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