Jacob Yates CFP®
Jacob Yates is a Financial Advisor at Diamond State Financial Group. He graduated from Rowan University’s Rohrer College of Business with a Bachelor of Science degree in Finance. Jacob has earned his Series 7 and 66 registrations, as well as his Life and Health Insurance licenses. He has also earned his CERTIFIED FINANCIAL PLANNER™ designation.
Jacob focuses his attention on working with small business owners, medical professionals and those approaching retirement. His goal is to help his clients to achieve their short, intermediate and long-term goals while protecting themselves and their loved ones. Jacob is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Jacob was born and raised in Glassboro, New Jersey, and still resides there today with his wife Jordan, daughters Laurel and Nora and Bernese Mountain Dog Reggie. He volunteers his time being a big brother in the Big Brothers Big Sisters program of Gloucester County. Jacob is also a member of the St. Anthony’s Mutual Aid Society. When he is not working you can find him watching sports, playing golf, or just hanging out with his family and friends.
