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Jacob Brown

Paraplanner

Jacob has newly joined SIA as a Paraplanner on the Portfolio Team. When not doing trades or rebalancing accounts, he is studying for his exams to become a Financial Advisor. Jacob was first a client with SIA and has had accounts here since 2017.

Jacob has a Bachelors Degree from Cal State Fullerton in Georgraphy, concentration in Environmental Analysis. Since 2014 he has been working in the tech industry, specifically as an account manager. He has a passion for client success and building relationships.

Jacob has passed the FINRA SIE.

He and his wife Sarah have two kids and a bloodhound named Waylon. Jacob plays drums for Lifepoint Tucson’s worship team, loves to hike, surf, and play golf. He serves on The Board of Directors for the Oceanside Longboard Surfing Club.

Southwest Investment Advisors