Wayne Jacobson

CRPC®, PPC

As owner of JFS, Wayne has spent the past 30 years striking the right chord with clients. Perhaps, that has something to do with his background in music. His life and career have always been full of hopefulness and optimism regardless of circumstances.

Since starting his career in 1986, Wayne has added a FINRA Series 24 registration, through LPL Financial and also the Chartered Retirement Planning Counselor® (CRPC) designation.*  He serves as the primary client relationship manager, investment decision maker, and business strategist.  In the past, he has served as the President of the Cedar Falls Community Main Street Board and was a recipient of the Iowa Community Main Street Volunteer of the Year award. He also served for many years as a member of the Board of Directors for the Western Home Communities.

On weekends, his best friends call him Grandpa.  They are his most captive audience of the week and allow him to tell the same story more than once.

*For more information about our designation, click here.

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