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portrait of Lance D Jacobsen
FINANCIAL ADVISOR

Lance D Jacobsen

17171 Bothell Way NE Suite A14, Lake Forest Park, WA 98155opens in a new window
CallSend Me a Message

About Lance

I have worked with the public in several sales and service positions, so the path to becoming an Edward Jones financial advisor was a natural fit. I love to work with people to assess their needs and help them be able to reach their goals. It's very gratifying to provide education to people so they can feel confident and informed in their financial decisions.

Another aspect of my career is the wonderful relationships I have developed with my clients. We are there for each other in good times and hard times. I've grieved with clients who lost their spouse, gone shopping...

Focus Areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Work History

  • Edward JonesSeptember 2012 to Current

Education

  • Central Washington UniversityBachelor of Science

Team Members

  • Amy Arnes
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(206) 361-9293

Fax

(888) 836-9617

Office Address

17171 Bothell Way NE Suite A14
Lake Forest Park, WA 98155opens in a new window

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