Jacob Yates
Jacob Yates
Financial Advisor
Phone:
(302) 366-0366 x131
E-mail:
jacob.yates@dsfg.com Our Mission
Financial Life Plans for today with a clear vision for tomorrow.
Expertise
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 focuses his attention on helping families and individuals to identify and achieve their short, intermediate and long term financial goals. He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Personal
Jacob was born and raised in Glassboro, New Jersey, and still resides there today with his wife Jordan. When he is not working you can find him watching sports, playing golf, or just hanging out with his family and friends.
