portrait of Jacob Page
FINANCIAL ADVISOR
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Serving clients of all asset levels
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About Jacob

Whether you are an experienced investor or just getting started, choosing a financial advisor is an important decision. Thank you for considering me as your trusted financial advisor.

I am originally from Minnesota but now reside in Illinois. I attended University of Minnesota-Duluth and graduated in 2004 with a bachelor’s degree in finance. After college I spent the next 20 years in the banking industry, when opportunity brought me to Illinois 10 years ago. Growing relationships over the last 10 years in Illinois has been challenging but rewarding as I have gotten to know so many amazing people in my...

Focus Areas

  • College Savings
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors
  • Portfolio Reviews

Work History

  • Edward JonesNovember 2023 to Current
  • Wells FargoOctober 2012 to August 2023

Education

  • Univ of Minnesota,DuluthBachelors

Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Outdoor Enthusiast
  • Spending Time with Family
  • Camping

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