The Jacobson Prichard Group

Helping you grow more than wealth

What the wise man does in the beginning, the fool does in the end.

- Anonymous

Our Value

At the heart of our practice is an unwavering commitment to delivering customized, tailored solutions to help provide peace of mind in many facets of our clients’ financial lives.

By working with our team, our clients gain access to customized wealth plans, personalized investment portfolios, and a suite of financial services that adapt to all stages of their financial journey.

Our disciplined approach allows us to focus on strategies built for market downturns, reinforcing resilience and confidence in challenging times.

With a focus on integrity, diligence, and outstanding service, we help simplify the complexities of wealth management so our clients can focus on living the lives they envision.

Jon Jacobson - Recognition

As the leader of the Jacobson Prichard Group, Jon Jacobson brings over 30 years of institutional and investment advisory experience. In 1999, Jon earned the internationally recognized CFA® (Chartered Financial Analyst®) designation. He has been selected by RBC Wealth Management as a member of:

• RBC's Premier Council (program recognizing the top 250 RBC USA Financial Advisors)
• RBC's Portfolio Focus Program (selected Financial Advisors that qualify to personally manage client's customized portfolios)

Jon has achieved the title of Managing Director based on his production leadership and his commitment to upholding ethical and business standards.

What is important to you?

Professional wealth management helps you answer this question, prioritize your objectives and prepare to accomplish them. Helping with the financial side of achieving those goals is central to everything we do. We often help our clients:

• plan for retirement, including the creation of an income stream;
• fund an education for a loved one;
• prepare for a major purchase;
• protect their family or income; and
• create a legacy to be remembered by.

Please contact us today to discuss how we can help you reach your goals.

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.