Our financial services representatives combine their education in financial services with an in-depth knowledge of the ever-changing insurance industry landscape to provide you with solutions for your unique situation. All financial services representatives must pass comprehensive exams to obtain a license to sell products in your state.


We have individuals licensed to sell insurance products in the following jurisdictions: AR, CA, CO, FL, IA, KY, LA, MA, MD, NC, NY, PA, TN, TX, UT, VA
California Insurance Licensing
, domiciled in , California Insurance Lic. #David A. Jacobs domiciled in NY CA Insurance License No. 0I34166
Arkansas Insurance Licensing
, domiciled in , Arkansas Insurance Producer Lic. #440369


We have individuals registered to offer securities in the following jurisdictions: AR, CO, FL, KY, MA, MD, NY, TX