Brian Jacobson
Financial Advisor
30 South Meridian Street, Suite 600
Indianapolis, IN 46240
Direct Line: 317-808-7156 or 800-800-CITY (2489)
bjacobson@citysecurities.com
Brian Jacobson specializes in investment management, college education planning and retirement strategies for high net worth individuals. Brian also serves as a financial advisor to small business retirement plans. He focuses on developing wealth accumulation and risk management strategies for individuals, families and businesses. Brian graduated from Indiana University and received a B.S. from the Kelly School of Business in 1994. He also holds the FINRA Series 7 and 66 securities licenses, as well as his Indiana life and health insurance licenses. Brian resides in Carmel with his wife Clair, and their three young daughters.
Information is the lifeblood of any sound financial decision. However, if it is not properly understood or interpreted, it can be very misleading or useless to the decision maker. If you have any questions regarding the information below, please do not hesitate to telephone Brian directly at 317-808-7156.
Financial Items of Interest