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Jacobs Financial

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About

Jacobs Financial is a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and services

Headquartered in St. Cloud, MN, Jacobs Financial is firmly committed to providing you with:

Expertise: A team of knowledgeable professionals and support staff work together to maximize the resources required to provide you with strategies to help you meet you financial needs.

Strategies and quality products: We use a one-on-one process to analyze your unique situation and offer products of lasting value to provide you with long-term strategies to help meet your needs.

Exceptional service: “Service that excels” is our trademark. We provide consistent, responsive service that’s underscored by the dedication of our staff and our commitment to provide strategies that reflect the expressed interests of our clients.

Our History

Jacobs Financial is a family-owned financial services firm, located in St. Cloud, Minn. The company is committed to providing financial strategies to meet the lifetime financial goals of its clients. Our aim is to treat each client – individual, family, business owner, professional – like a family member. Founder James (Jim) Jacobs and sons, Andrew and David, take pride in their professional integrity and ideals of service, and work to foster strong relationships within the community. Their goal is to build a legacy of sound financial practice, together.

The Jacobs’ financial practice received its early inspiration and guidance from Jim's father-in-law, David (Dave) Willmore, an independent insurance agent who began his practice in Minneapolis in 1964. With Dave's encouragement, Jim entered the insurance business in 1973 and opened a satellite office in St. Cloud. Over the next five years, he earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, and his securities’ license. In 1979 Dave and Jim formed a partnership as Jacobs, Willmore & Associates, and established an office in the Westgate Mall in St. Cloud. Two years later, they moved downtown to a larger space at the St. Cloud Business Center. When Dave passed away in 1992, Jim continued on. The Jacobs Agency, as it was now known, served clients for over 25 years at that downtown location.

The firm was greatly challenged in 1999 when Jim was diagnosed with a non-terminal form of cancer. The Jacobs’ family evaluated their options for the company's future and Jim's own personal legacy, and soon after, Andy and Dave decided to join their futures with their father's. They gained experience, passed insurance licenses and securities registrations, and proved to be valuable, full-time members of the Jacobs’ financial team.

As business increased, additional staff was hired, and the company outgrew its space. In 2007 Jacobs Financial moved to the 4,600 square foot Jacobs Executive Center at 1407 33rd Street South. 

Today the company is optimistic about its future growth. Jim, Andy, and Dave expect to secure new clients and place more assets under administration. They also expect to increase their value to clients by continuing their professional growth and hiring additional support staff.

From “Jacobs, Willmore & Associates” to “Jacobs Financial,” the past four decades have seen a successful series of transformative change for the financial services firm. The Jacobs will continue to build this legacy with friends, families, and businesses throughout the community.

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Jacobs Executive Center
1407 33rd St S
St Cloud, Minnesota
56301
North Star Resource Group
2701 University Ave SE
Minneapolis, Minnesota
55414
 
  •  Tel: (320) 217-6006
  •  Toll Free:
  •  Fax: (320) 217-6005
  •  info@jacobs-financial.com
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This website may contain articles or information that is a general discussion of federal tax laws and strategies that may benefit a taxpayer. It is not intended for, nor can it be used by any taxpayer for the purpose of avoiding federal tax penalties. Financial professionals do not provide tax or legal advice. Taxpayers should seek the advice of their own advisors regarding any tax and legal issues specific to their situation.

Jacobs Financial, an affiliate of North Star Resource Group, both of which are independently owned and operated offer their own suite of products and services entirely independent of Securian.

Certain individuals associated with Jacobs Financial are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Jacobs Financial are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

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