Jacob is a partner at Bridgetown Wealth Management and has been a financial advisor with Waddell & Reed since 2004. Whether it pertains to financial services for his clients, community service for his hometown, or raising his teenage daughter Payton, Jacob is guided by a responsibility to act on others' behalf and in their interests.
"Professionally, my clients' needs are my highest priority and every client has different needs. We build a relationship, have an extensive planning process, and aren't captive to any company or investment product. Personally, my community and my family are the top priority. I grew up in North Portland and try to give back to the neighborhoods that are experiencing tremendous transformation. And I'm trying to raise my daughter to be a happy, successful, participating member of our society."
For more than six years, Jacob has been an ambassador board member for Friends of the Children, a nonprofit focused on mentor-ship to transform the lives of Portland's most vulnerable children.
When he's not cheering from the sidelines of Payton's softball or basketball games, Jacob enjoys outdoor activities, golf and just relaxing with the family.
Waddell & Reed is not affiliated with any other entities referenced. 02/20