Jake Jacobson

"It’s my job to develop and recommend investment strategies that work in your best interests, and make real-world sense for the goals that are important to you."


Contact Info

Jake Jacobson

About Jake Jacobson

Your financial concerns are my highest priority! With 15 years of experience in the financial industry, I’m very well equipped to help you address your short and long term goals. Whether you need to save for retirement, a special project, a child’s higher education, or for the benefit of your future heirs, I can help you plan for virtually any life goal.

Long term success depends on solid advance planning. As entrepreneurs, it’s easy to get distracted by short term challenges. Prior to becoming a financial advisor, I was managing owner of a Portage area business for 14 years. I understand the inner workings of small businesses and the pressures to succeed and thrive. I’m passionate about helping you see past concerns of the moment, and can help implement workable retirement plans for you and your employees.

As a Financial Consultant, I have the Series 7 and 63 registrations held through LPL Financial. I also hold Life and Variable Insurance licenses through the state of Michigan.

I enjoy spending time with my wife and family, working on home improvement projects, reading, and playing euchre, Scrabble and ping pong with friends and family. I also serve on the boards of two local non-profit organizations.

We should talk. Please feel free to contact me anytime with questions, plans or concerns.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue. Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

  • Not NCUA Insured
  • No Credit Union Guarantee
  • May Lose Value

Lake Michigan Credit Union and MaxWealth Management – Located at Lake Michigan Credit Union are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: Colorado, Florida, Ohio, Iowa, Pennsylvania, Kansas, California, Indiana, Michigan