Jacob Brown

Wealth Advisor, CFP®

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Jacob Brown

Jacob Brown

Wealth Advisor, CFP®

Jacob Brown is a dedicated Wealth Advisor at HHM Wealth, primarily focusing on business owners and corporate executives with complex retirement benefits. He also works closely with successful individuals who suddenly find themselves making important financial decisions, offering expert guidance and support.

In his general duties with HHM Wealth, Jacob gives comprehensive advisory services that span an array of topics including retirement planning, investment management, and overall financial well-being. Jacob has several years of experience at HHM Wealth, complemented by his Certified Financial Planner TM (CFP) credential obtained during his tenure.

Jacob uses his leadership skills to mentor and guide the firm’s up and coming advisors – something he truly enjoys. He holds a Bachelor of Science in Finance from Lee University, where he also excelled as a student athlete on the soccer field. He enjoys spending time with his wife and young daughter when not in the office.

Education

  • Lee University, Bachelor of Science in Finance

Areas Of Concentration

  • Financial Planning
  • Investment Management
  • Insurance
  • Tax Planning

Professional & Outside Affiliations

  • Former Board Member, Little Miss Mag Early Learning Center