JT Jacobson, Financial Advisor located in Goshen, IN

Financial Advisor
JT Jacobson

CFP®, CEPA®
2020 Elkhart Rd Suite A, Goshen, IN 46526opens in a new window
Client by Referral
Serving clients with $1,000,000 plus
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Focus Areas

  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Basketball
  • Gardening
  • Soccer
  • Running

Team Members

  • Fay Ploeger
    Registered Branch Associate
    FPQP®
  • Megan Musser
    Sr. Branch Office Administrator
  • Arica Fuhrman
    Branch Office Administrator
  • Carole Stout
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(574) 248-4144

Fax

(877) 222-8007

Office Address

2020 Elkhart Rd Suite A
Goshen, IN 46526opens in a new window

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