Jim Jacobs, CMFC®

Jim Jacobs, CMFC®

Financial Services Professional

Domicile State: GA
Phone: 912-265-2876
Fax: 912-264-2127
Mobile Phone: 912-399-0111
E-mail:
 

Jim is a second generation financial advisor and joined Jacobs, Coolidge & Company, LLC in 2009 after working in the banking and mutual fund fields for 10 years. In his advisory role, Jim works with individuals, medical professionals and qualified plan participants via fee based financial planning, asset allocation analysis, risk management planning and income protection strategies.

He graduated from LaGrange College with a Bachelor of Business Administration and he also values professional development and education, earning the Chartered Mutual Fund Counselor designation (CMFC®) in 2006 from the College for Financial Planning.

He is active in community and professional organizations serving as a Board member for Keep Brunswick - Golden Isles Beautiful (KBGIB) and is the Finance Chair at First United Methodist Church.