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Jacob Askari, Financial Advisor

FINANCIAL ADVISOR
Jacob M Askari

3512 Paesanos Parkway, Suite 205, San Antonio, TX 78231opens in a new window
Accepting New Clients
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Focus Areas

  • College Savings
  • Domestic Partner Finances
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

About Jacob

With over eight years navigating the investment landscape, starting at JP Morgan, I've dedicated myself to empowering those who dedicate their lives to serving others. Whether you're a police officer, firefighter, teacher, nurse or military veteran, I understand the unique financial challenges you face – from irregular schedules to potential risks on the job. That's why I focus on crafting personalized retirement strategies built specifically for heroes.

Beyond the numbers, I believe in building genuine relationships and personalized strategies that achieve your short- and long-term goals efficiently. Your dedication inspires me, and I find immense satisfaction in helping you achieve financial...

Work History

  • Edward JonesFebruary 2024 to Current
  • Charles Schwab & Co., Inc.April 2022 to January 2024

Send Me a Message

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Office Information

Phone

(210) 682-5489

Fax

(866) 462-4393

Office Address

3512 Paesanos Parkway
Suite 205
San Antonio, TX 78231opens in a new window

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