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Todd Jacobson, CFP® ChFC CLU Ph: (319) 626-3575 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:
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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