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  2. Jacob Yates

Jacob Yates

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Jacob Yates, CFP®
Field Director | Wealth Manager
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 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.

Personal

Jacob was born and raised in Glassboro, New Jersey, and still resides there today with his wife Jordan, daughter Laurel 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.  

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
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UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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