JOHN JACOBSON **** Hermosita Drive, San Marcos, CA92078

abhuiy@r.postjobfree.com Cell 760-***-****

Summary:

Expertise as a Financial Advisor working with

investments, insurance products, advanced planning

concepts, tax issues and technical strategies used for

retirement, wealth, and estate planning. Experienced in

selling products individually to clients and assisting

other financial advisors in sales meetings. Ability to

simplify complicated case designs for client comprehension.

Experience:

Investment Representative, CUSO Financial Services, LP.

Carlsbad, CA September 2013 to Present

- Sell investments to credit union members as a

financial advisor within Mission Federal Credit Union.

- Advise members on investments and retirement planning.

- Partner with the branch team to solve the product needs

of the credit union members.

- Use proprietary software to create retirement and

investment plans and implement solutions for the members.

- Design investment portfolios to meet the member's

specific investment needs and goals. Review investment

performance and make the appropriate modifications and changes

to portfolios as needed to achieve objectives.

Financial Solutions Advisor, Merrill Lynch.

San Diego, CA. September 2011 to September 2013

- Sell investment and bank products to bank customers

as financial advisor within the Bank of America La Costa

banking center.

- Provide investment and retirement planning advice to the bank

clients. Work with bank partners as a team to solve investment

and banking product needs for the preferred bank clients.

- Use Merrill Lynch software to create retirement and investment

plans and implement solutions for the bank's clients.

- Analyze existing investment portfolios and compare them

against the client's specific investment needs and goals.

- Make the appropriate modifications and changes to help the

clients achieve their objectives.

- $22 million in new money to the firm with $2.5 million in

new money of investment products and a total of 172 funded

accounts in 2012.

Insurance and Annuity Consultant, AnnuityLife Producer Consultants.

San Diego, CA. April 2009 to August 2011.

- Wholesale Life and Annuity products to independent agents

in Southern California.

- Provide sales assistance with joint sales calls and advance

case design.

- Sell annuity, investment and life insurance products to clients

as an independent financial advisor and agent.

- Advise agents and their clients on appropriate wealth

protection, wealth transfer and estate planning

strategies.

Life Insurance Specialist, Union Bank of California.

San Diego, CA. December 2006 to March 2009.

- Wholesaler for Life, Annuities and Long Term Care

insurance products in a start-up program to over thirty

five Union Bank of California Senior Financial Advisors

in San Diego, Orange County and the Inland Empire.

- Advised the SFAs and their customers on appropriate

wealth protection, wealth transfer, retirement and estate

planning strategies.

- Helped SFAs sell insurance and annuities by assisting them in

joint sales presentations.

- Helped generate over $1,500,000 of revenue in California for 2008.

Insurance Consultant, Bank of America. Carlsbad, CA.

June 2004 to December 2006.

- Wholesaler for Life, Disability and Long Term Care insurance

products to over one hundred Bank of America Financial Advisors in

the Southern California area.

- Assisted FAs in advanced case design, presentations

and client meetings.

- Achieved top revenue for an insurance consultant in 2005 and 2006.

- Won the Bank of America "Spirit of Excellence" award in 2005.

Education B.S.

University of Minnesota, Business

Designations CLU ChFC

American College

Licenses Life, Health and Long Term Care, State of California

Series 6, 63, 66 & 7 FINRA

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