Jacob joined Dixon Financial Group, LLC in June of 2017 with a degree in Business Finance and Supply Chain Management from Brigham Young University – Idaho. Jacob has 5 years of financial planning and investment experience. He provides administrative support to advisors who are creating financial planning analyses as well as insurance and investment proposals. Prior to joining the team, Jacob worked with multiple advisors at a nationwide financial planning organization and consequently brings with him a breadth of knowledge and experience in client relations and financial planning. He has earned his Series 7 and 66 securities registrations which are held with LPL Financial. He also holds life, health, variable annuity and variable life insurance licenses. He has also obtained the CERTIFIED FINANCIAL PLANNER™ designation in August of 2016 along with the Chartered Financial Consultant® designation in May of 2016.
Jacob is a native to Southern Nevada. He has been married to his wife Breanne for 8 years and they have four children. He is very involved with his church. In his free time he enjoys coaching his boys in sports, traveling to visit family, and taking his kids to Disneyland.