Jake Jacobson

Financial Services Representative
Jake Jacobson

I was born and raised in Nashville, Tennessee and have loved watching it grow and evolve over the years. I grew a passion for finance during my time at Ole Miss and pursued a career in the industry when I moved back home. When I am not in the office, you’ll likely find me on the golf course, exercising, or spending time with my family and friends.

Preparing for that next step in life isn’t always easy. New clients approach me with similar concerns: increasing demands on their time and resources prevent them from taking appropriate steps to make positive financial outcomes possible. I’ll guide you through the team-based, process-driven approach to financial preparedness that has helped many of my clients. Often, my clients say the greatest benefit from our collaboration is the clarity and financial peace of mind they’ve come to enjoy as a result. Contact me today to learn how you may benefit from putting our team to work for you.

B.B.A. in Managerial Finance, University Of Mississippi, 2020

Contact Me

Strategic Financial Partners

3401 Mallory Lane, Suite 220
Franklin, Tennessee 37067
O: 615.435.4147 | C: 615.973.0442 |
F: 615.778.9787