Jacob leads a nationally known wealth management practice serving clients in search of holistic financial planning. Jacob has a desire for helping his successful clients reach their financial goals and protect their legacy by designing a fully optimized plan focusing on tax efficiency, estate/creditor protection, and efficient accumulation/decumulation methods. If this peeks your interest, reach out to our team for a consultation. jacob.rice@nm.com
Core Values:
1. Faith
2. Family
3. Excellence
4. Transparency
5. Generosity
Finance & Business Administration - Finance
UNC- Greensboro
08/01/2013 -12/31/2016
PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf