Born and raised in Baton Rouge, Louisiana, Jacob built a career rooted in service and leadership. He spent 20 years in the U.S. military, first as an F/A-18 aircraft mechanic in the Marine Corps before transitioning to the Army to work on Blackhawks, Chinooks, Apache's, and Kiowas. His final decade was spent in Civil Affairs under special operations, honing his expertise in strategy and global operations. After retiring in 2020, Jacob shifted his focus to financial services, bringing the same discipline, adaptability, and mission-oriented mindset that defined his military career. He earned an MBA from Louisiana State University and joined Independent Financial Partners (IFP) as a project manager. Through a commitment to operational excellence, he quickly obtained his Series 7, 24, and 66 licenses and rose to Director of Operations, where he oversaw six key departments, ensuring efficiency, compliance, and advisor support. In 2025, Jacob founded SITREP Financial, dedicated to guiding individuals and businesses through financial complexities with clarity and confidence. With a focus on integrity, strategic planning, and client-first service, SITREP Financial helps clients navigate investments, retirement planning, and financial decision-making with the same precision and dedication that Jacob brought to his military and leadership roles.
See DisclosuresMBA -
LSU
01/01/2015 -12/01/2018
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https://www.paladinregistry.com/disclosure/1892941/paladinregistry-SITREP-Financial-detailed-disclosure.html
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SITREP Financial are not affiliated.