Jim Jacobs, CMFC®

Jim Jacobs, CMFC®

Financial Advisor

Domicile State: GA

Jim joined Jacobs, Coolidge & Company in 2009 after working in the banking and mutual fund fields for 10 years. A second generation financial advisor, Jim works with individuals, medical professionals, and qualified plan participants in an advisory capacity, providing services that include financial planning, asset allocation analysis, risk management planning, and income protection strategies. He graduated from LaGrange College with a bachelor’s degree in business administration and in 2006, earned the Chartered Mutual Fund Counselor (CMFC®) designation from the College for Financial Planning.

Jim is active in community and professional organizations, serving on the board of Keep Brunswick and Golden Isles Beautiful. 

Phone 912-265-2876; SGHS - 912-466-3175
Fax 912-264-2127
Mobile Phone 912-399-0111