Jakob joined Symmetry Financial Solutions as a Financial Advisor in August 2018 after working at another firm for a few years. Jakob aspires to help families and business owners to take a step back and gather a bird’s eye view of their financial picture and then constructs a financial strategy that helps meet their financial goals. Jakob customizes these strategies depending on the client’s needs. Areas of focus may be: Retirement Income or Distribution strategies, College funding strategies, Estate and Legacy strategies, and Accumulation strategies with a tax focus. In addition to these services, Jakob is also able to provide clients with a comprehensive financial plan that can change and adapt over time as the client’s live change over time.
Jakob grew up in the small town of Lorena, Texas near the Waco area. Growing up, Jakob excelled academically and athletically which led him to San Antonio. Jakob attended Trinity University where he played football and earned a Bachelor of Science with a double major in International Business and Spanish.
Jakob holds the FINRA Series 6, 7, 63, and 65 securities registrations. Jakob is licensed in Life, Health, Accident, and HMO by the Texas Department of Insurance, also. He is a Registered Representative and Investment Adviser Representative with Securites America.