JOHN JACOB, CFP®, MBA

Financial Advisor

Managing Director - Investments

Address: 15801 BRIXHAM HILL AVENUE, SUITE 100 , CHARLOTTE , NC 28277
Call: 704-341-4828  |  888-769-3131    Fax: 704-341-3165
Email: jay.jacob@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Associate(s): Heidi W Johnson, Senior Registered Client Associate - Officer

My Community Involvement

  • The Charlotte East Rotary Club
  • Kairos Prison Ministry
  • Matthews Masonic Lodge
Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, FL, GA, HI, IN, KY, LA, MA, MD, MN, MO, MT, NC, NH, NJ, NY, OH, SC, TN, TX, VA, VT, WV
Insurance licensed in the following states: CA (Lic. # 0K29273) Resident State: NC
JOHN JACOB: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: North Carolina : CHARLOTTE Branch