Jacob employs a multifaceted investment philosophy for modern investors, prioritizing his clients' comfort and focusing on their specific financial goals. With a passion for giving honest and informative advice, he happily serves the people of Naples, where he was born and raised.
After graduating from the University of South Florida with a bachelor's degree in finance, he joined Raymond James as a financial advisor, working alongside his father, Rick, learning and growing every step of the way.
Having lived in Naples for over 20 years, Jacob knows the importance of supporting the local community, and has served as a volunteer for the Conservancy of Southwest Florida's von Arx Wildlife Hospital, as well as St. Matthew's House of Naples. In his free time, he enjoys weightlifting, art, and paddleboarding with family.
Raymond James is not affiliated with the above organizations and/or charitable causes.