HJR Financial Group


Todd Jacobsen

Todd Jacobson, CFP® ChFC CLU
Registered Representative*

Ph: (319) 626-3575
Fax: (319) 626-3590
toddj@hjrfinancial.com

Todd is a registered representative and partner at HJR Financial Group.  Todd has 20 years of experience assisting professionals and business owners in reaching their goals.  His practice includes estate, retirement and employee benefit planning.  Todd is a Certified Financial Planner (CFP), CharteredFinancial Consultant (ChFC) and a Chartered Life Underwriter (CLU).  He is also licensed in life and health and NASD Series 6, 63, 7 and 26 registrations. In addition, he is a member of the Eastern Iowa Estate Planning Council, SII's President's Forum, and a consistent member of the SII Top Producer AnnualConference

Todd's past professional and community involvement includes:

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

Todd graduated from Iowa State University with a degree in finance.  He enjoys being outdoors and is passionate about golfing, fishing, and traveling.  He resides in Iowa City with his wife Lisa.

 

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Tim Hawkins - Todd Jacobson - Bob Robinson

 


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Registered representative of and Securities offered through SII Investments, Inc., member FINRA, SIPC
HJR Financial Group and SII Investments, Inc. are separate and unrelated companies.

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