Meet Jacob
Jacob is a Sr. Financial Planner based in San Diego, California. He joined Mercer Advisors in 2022 in a client service role and advanced to a financial planning role. Jacob earned a B.S. degree in business administration from California State University, San Marcos, and is a CERTIFIED FINANCIAL PLANNER® professional. Jacob is motivated by the feeling that what he does matters and can impact the families he helps. He has seen the difference between families with a financial plan and those without one, which highlights the importance of his role.
His working style
Jacob articulates complex issues in a clear manner. He understands the importance of emotional ties in financial decisions and helps clients navigate them with empathy. Jacob takes pride in breaking down complicated topics so clients feel informed and confident about their choices.
Jacob in real life
What keeps you busy outside of work?
My two kids, Gwyneth and Ellis, keep me on my toes constantly. They’re always there to remind me the “why” of what I’m doing.
What makes you tick?
Helping others and feeling that what I am doing is making a measurable impact in others’ lives.
Why do you like working at Mercer Advisors?
We have a tremendous culture at Mercer Advisors in which I constantly feel supported by those around me, and the energy is infectious. The feeling of a great work-life balance to spend time with my wife and kids is very important to me. I feel supported personally and professionally at Mercer Advisors, and anything that I seek to achieve is attainable with the right mindset.
Meet Jacob ’s Teammates
Tyler Smith
Sr. Wealth Advisor
What Jacob Says
Tyler is the best professional mentor that I have had. There are always teaching moments and encouragement to grow in the industry. The number of families I’ve witnessed Tyler impact is very motivating.
Adam Stanowick
Director, Financial Planning
What Jacob Says
Adam always makes the time to help me expand my knowledge with financial planning. His demeanor never changes, and he is reliable and easy to get along with, both professionally and personally.
Patrick Moody
Wealth Advisor
What Jacob Says
Patrick is the perfect example of someone who motivates you to be better by leading with excellent work ethic. I haven’t met many people who are more hungry, humble, and eager to learn than Patrick.
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