About Us

Jacob Lewis, CFP®

Financial Professional FINANCIAL PROFESSIONAL
Phone: 651-389-4135
Fax: 651-389-4131

Jacob is a Financial Consultant with Falcon Financial Group.  His goal is to help clients reach financial security by defining, implementing, and maintaining financial strategies including: wealth accumulation, preservation, and distributions, and accomplish the aforementioned while managing risk to the client.

Jacob obtained a Bachelors of Arts Degree in Finance with a minor in Economics from the University of St. Thomas.

Since graduation college Jacob has studied for, and obtained the following licenses:


  • FINRA Series 7 Securities
  • FINRA Series 66
  • Life/Health/Accident Insurance



 


Jacob takes an open approach to meeting his client needs rather than just recommending a specific product.  He believes it is important to first develop a strategy to meet a client's goals and then recommend the correct products to meet those goals.  The Falcon Financial Group, LLC team of advisors that Jacob works with at Equitable and his ability to use resources like Equitable Network, LLC. allows Jacob to make recommendations that appropriately meet his client's needs.


Jacob appreciates the opportunity to do business with you.


 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck