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portrait of Jacob Yingling
FINANCIAL ADVISOR

Jacob Yingling

CFA®
850 Kennesaw Ave NW Suite C6, Marietta, GA 30060opens in a new window
Client by Referral
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About Jacob

Hey! Thanks for taking a moment to take a look at my bio. I am a local advisor that grew up about 10 minutes away from my current office. I went to Hillgrove High School and then went to the University of North Georgia on a military scholarship. My wife and I currently live close by in Kennesaw, and she works as an attorney near me on the Marietta square.

Immediately upon graduation, I commissioned as an officer into the U.S. Army Finance Corps, and currently serve at the 93rd Finance at Dobbins just down the road. I also began...

Focus Areas

  • Wealth Strategies
  • New Investors
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CFA®

    Chartered Financial Analyst®

Education

  • University of North GeorgiaBachelor of Arts

Personal Interests

  • Personal Fitness
  • Cooking
  • Football
  • History and Museums
  • Health & Nutrition

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(770) 628-0923

Fax

(833) 476-4289

Office Address

850 Kennesaw Ave NW Suite C6
Marietta, GA 30060opens in a new window

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