Anna Jacobs Email & Phone Number | I began working in the finance industry in April of 2000. Because I spent 6 years working in a different field, I was destined to learn from the ground up. With great mentors and role models, I became licensed in February 2006. I hold my Series 7 & 66, registrations through LPL Financial as well as, CA life and health insurance license (0E84518). I developed a solid foundation as an Associate Advisor under my sister, an advisor at Waddell & Reed until her untimely death in 2013. Typical of the culture at Waddell & Reed, I feel that comprehensive financial planning lends itself to the ability to make informed financial decisions. And since achieving goals require decisions, planning is an essential part. Anna Jacobs is a registered representative with and Securities and Investment Advisory Services offered through LPL Financial a registered investment advisor , Member FINRA/SIPC please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Anna Jacobs

I began working in the finance industry in April of 2000. Because I spent 6 years working in a diffe...
San Jose, California, United States

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Anna Jacobs’s Email a.jacobs@waddell.com

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Anna Jacobs’s Location San Jose, California, United States

Anna Jacobs’s Current Industry Artesian Wealth Solutions Lpl Financial

Anna Jacobs’s Prior Industry Waddell And Reed | Laura A Jacobs Cfp Financial Advisor | Various

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CEO, CFO & Owner

2023-01-01 00:00:00 - Present

Financial Advisor

2021-07-01 00:00:00 - Present

Financial Advisor

2006-02-01 00:00:00 - 2021-07-01 00:00:00

Advisor Associate

2000-04-01 00:00:00 - 2013-12-01 00:00:00

Graphic Designer/Commercial Artist

1993-03-01 00:00:00 - 1999-03-01 00:00:00

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Anna Jacobs is a I began working in the finance industry in April of 2000. Because I spent 6 years working in a different field, I was destined to learn from the ground up. With great mentors and role models, I became licensed in February 2006. I hold my Series 7 & 66, registrations through LPL Financial as well as, CA life and health insurance license (0E84518). I developed a solid foundation as an Associate Advisor under my sister, an advisor at Waddell & Reed until her untimely death in 2013. Typical of the culture at Waddell & Reed, I feel that comprehensive financial planning lends itself to the ability to make informed financial decisions. And since achieving goals require decisions, planning is an essential part. Anna Jacobs is a registered representative with and Securities and Investment Advisory Services offered through LPL Financial a registered investment advisor , Member FINRA/SIPC please refer to ‘See Contact Info’ section above. •Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Anna Jacobs has prior
experience in the following industries:
Waddell And Reed | Laura A Jacobs Cfp Financial Advisor | Various

Anna Jacobs has the following professional experience:
Artesian Wealth Solutions | Lpl Financial | Waddell And Reed | Laura A Jacobs Cfp Financial Advisor | Various