Brock M Jacobson

In 2008, I began my Edward Jones career as a financial advisor, serving the Iowa Falls, Iowa community and surrounding area.

I attended Iowa State University and graduated magna cum laude in 2008 with a bachelor's degree in finance. In addition, I have earned the CFP® professional certification and the AAMS™ professional designation.

My wife, Trisha, and I have four children: Tate, Eden, Trey and Ada. We are originally from Webster City, Iowa. I am a member of the Iowa Falls Lions Club.

Joining me in serving clients, are two senior branch office administrators: Michelle Hill and Jennifer Osthus. Michelle began her Edward Jones career in March 2017 and Jennifer followed shortly after, in October 2017. Both Michelle and Jennifer are dedicated to providing you with the highest level of service possible.

Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I am humbled to share that I was named #38 in Iowa on the Forbes Best-in-State Wealth Advisors list for 2022.* Along with that, I was named No. 2 in Iowa to the nationwide list of Forbes Next-Gen Best-in-State Wealth Advisors for 2022 by Forbes and SHOOK Research.**

This is validation that the relationships we are building are making a meaningful difference.

As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. We do everything we can to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals.

*2022 Forbes Best-in-State Wealth Advisors for Iowa, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. Compensation provided for using, not obtaining, the rating.
**2022 Forbes Top Next-Gen Best-in-State Wealth Advisors in Iowa, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.