Jacob has worked in the financial services industry since 2005, helping clients in the areas of investment planning, retirement planning, education planning, and risk management. Jacob graduated from Gonzaga University with a Bachelors in Finance and Marketing. He currently maintains his Series 6, 7, 63, 66 licenses. He also has his Life and Health Insurance Licenses in multiple states. He has lived in Idaho Falls since 2007 with his beautiful wife and three children. He enjoys all that eastern Idaho has to offer, especially the golfing, camping and abundance of outdoor activities.
Waddell & Reed is not affiliated with any other entities referenced herein. 08/18