Todd Jacobson

Todd Jacobson

CERTIFIED FINANCIAL PLANNER™

Phone: (319) 626-3575 or 1-888-358-8895
Fax: (319) 626-3590
E-mail:

Todd is a registered representative with SII Investments, Inc. and partner of HJR Financial Group with more than 25 years of experience assisting professionals and business owners reach their goals. He specializes in estate, retirement, employee benefit and investment planning. 

 

Todd, who earned his degree in finance from Iowa State University, is a CERTIFIED FINANCIAL PLANNER™ professional , Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). He is also licensed in life, health and holds FINRA Series 6, 63, 7 and 26 registrations.

 

Todd currently chairs the Iowa City Area Chamber Legislative Committee and is a member of the following organizations: 

  • Eastern Iowa Estate Planning Council
  • Eastern Iowa Society of Financial Service Professionals
  • Iowa City Area Chamber of Commerce
  • National Association of Insurance and Financial Advisors
  • SII President's Forum
  • SII Top Producer Annual Conference

 

His past professional and community involvement includes: 

  • President of Iowa City Area Chamber of Commerce Ambassadors; Chair of Iowa City Area Chamber of Commerce Board
  • President and board member of the Community Foundation of Johnson County
  • President of the Eastern Iowa Society of Financial Service Professionals
  • President of the Iowa City Association of Insurance and Financial Advisors
  • Junior Achievement

Todd enjoys being outdoors and is passionate about golfing, hunting and traveling. He lives in Iowa City with his wife, Lisa.

Assistants:

Tina McLaskey

Kelsey Binegar