JUDICIOUS CREATIVE COLLABORATIVE

CONNECT

Address:

4355 Coral Park Dr
Brunswick, GA 31520

Phone:

912-265-2876

Fax/Other:

912-264-2127

Russell Jacobs, III, CFP®,CLU, ChFC

Russell Jacobs, III, CFP®,CLU, ChFC

Founding Partner

Domicile State: GA

Russell is a second generation financial advisor, practicing in the South Georgia area since 1985, after graduating from the University of Georgia with a Bachelor of Arts in Economics. He is a founding partner at Jacobs, Coolidge & Company, LLC and is constantly focused on professional development and education. He earned the Chartered Financial Consultant designation (ChFC®) in 1990 from the American College, the Chartered Life Underwriter designation (CLU®) in 1993, also from the American College and then received the Certified Financial Planner designation (CFP®) in 1999 from the College for Financial Planning,

As an advisor, Russell focuses on fee based financial and estate planning, working with many high net worth individuals and business owners assisting them with income protection strategies, thus allowing them to leave the legacy that they desire. Russell is excellent at relationship management, often collaborating with client’s attorneys and CPA’s on planning strategies.

Russell is active in community and professional organizations including the Savannah Estate Planning Council and The Financial Planning Association of Georgia. He also serves as a Board member for the Savannah Community Foundation, The Jekyll Island Foundation and Epworth by the Sea.  He works actively with the Davis Love Foundation and The RSM Classic PGA tournament held on the Sea Island Seaside Course.

Phone 912-265-2876
Fax 912-264-2127
Mobile Phone 912-617-4750
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck