After graduating from Wheaton College with a double major in math and economics, John joined the financial services industry in 1996. He worked with H&R Block Financial Advisors for nine years and became a Chartered Financial Analyst (CFA Charterholder) in 2004. John joined Wachovia Securities in 2005 and two years later became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. In 2009, Wachovia Securities became Wells Fargo Advisors, LLC.
John became an independent Financial Advisor through Wells Fargo Advisors Financial Network and founded Jacobian Wealth Advisory in 2019. John works with individuals to help manage their household’s wealth. This incorporates their goals, time horizon, and level of comfort with different investment strategies, as well as tax ramifications*, and market conditions.
John currently coaches soccer through Kopion and teaches chess at Madison Elementary. A Raleigh, North Carolina native, he enjoys playing chess, soccer, and snowboarding. He and his wife, Suzanne, live in Wheaton with their children: Trenton, Julie, Jay and Collin.
*Jacobian Wealth Advisory, LLC does not provide tax or legal advice.