Managing Financial Advisor
415 N. McKinley St 1045
Little Rock, AR
Jacob is the Managing Financial Advisor at Applied Capital. He is originally from Ruston, LA. Jacob is a graduate of Louisiana Tech University where he received his Bachelors in Finance as well as his MBA. He holds the Series 65 license and is currently pursuing the CFP® designation.
Jacob began his career working in investment operations with Argent Financial Group in Ruston, LA. In the 3 years he was at Argent, he gained valuable knowledge and experience in the financial industry. He has always had a desire to make a direct impact in people’s lives, so he decided to make the transition into personal financial advising. Jacob’s ideals are based on honesty and integrity, always acting in the client’s best interest.
Jacob is passionate about getting to know his clients on a personal level. He knows that everyone has a different view or relationship with money and understanding those differences is key in developing a personal financial plan. He not only takes pride in helping his clients make sound financial decisions but making progress in their daily lives. His ultimate goal is to create financial freedom for his clients so they can focus on the people and things they love.
Outside of work, Jacob loves spending time with his wife, Kellie, who works at Little Rock Christian Academy. They live in Little Rock, AR and attend Immanuel Baptist Church. Jacob enjoys playing golf, running, fishing, and anything outdoors. Jacob and Kellie’s deepest desire is to honor God with their lives and use their work as a means to love and serve others.