September 25, 2013

Meet Carlton “Jake” Jacobson

LPL Financial Consultant at Lake Michigan Investment Services

Carlton Jacobson has 15 years of financial experience and has earned Series 7 and 63 registrations held through LPL Financial. Jacobson was also a small business entrepreneur for 14 years as managing owner of AJ Decorating Center in Portage, MI.

Mr. Jacobson uses LMCU’s sizable resources to help members improve their financial situations. “Long term success depends on solid advance planning. I understand the inner workings of small businesses and the pressures to succeed and thrive. I’m passionate about helping my clients see past the concerns of the moment, and implement workable wealth-building and retirement plans for themselves and their employees.”

Feel free to contact Carlton anytime with questions, plans or concerns at (269) 978-6127 or (269) 998-3636.

No comments:

Post a Comment