Broker Check
Jacob J. Robertson

Jacob J. Robertson

Financial Advisor

Jacob has more than 11 years of experience in the financial services industry and specializes in using properly structured life insurance policies for financial planning. In the past, he has worked in the futures/equities industry. Today, Jacob uses his past experience, as well as his insurance license and securities registrations, to help clients pursue their financial goals by employing strategies that they might not have otherwise been familiar with.

Jacob grew up in Oklahoma City and graduated from Casady High School in 2001. He then attended the University of Colorado, where he graduated in 2005 with a degree in Economics. In 2015, after working in investment management in Chicago, he was eager to move back to the Oklahoma City community to be closer to family and friends. Jacob joined John, recognizing an opportunity to expand on the skills he had learned over the last decade to help individuals and businesses pursue their financial needs and goals. He is a vital member of the team and we were grateful to bring him on at the firm.

When not in the office, Jacob enjoys fly fishing, cooking, cheering on OU football, and traveling.