Jacob Brown

Jacob brings a unique blend of tech and finance experience to his role as a Financial Advisor. With a background in implementation and account management at several innovative tech companies, he understands both the fast-paced world of startups and the financial needs of growing businesses. Jacob is especially passionate about empowering small business owners and helping young families build strong financial futures.

What makes his journey even more special? He started out as a client at SIA, experiencing firsthand the impact of thoughtful financial planning, before joining our team as a Paraplanner on the Portfolio team. Now, he’s proud to pay it forward, helping others navigate their own financial paths with clarity and confidence.

Jacob has a Bachelor’s Degree from Cal State Fullerton in Geography, concentration in Environmental Analysis.

Jacob holds the FINRA SIE, Series 7 and 66 registrations, which are held with LPL Financial.

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, hunt, and play golf. He serves on the Board of Directors for the Oceanside Longboard Surfing Club.

Q&A

What do you value most about working with this team?

I love how tight knit we are and how efficiently we can attack a challenge or a new idea. Running this efficiently ultimately benefits our clients.

What are you most passionate about in your work?

I am most passionate about having a direct financial impact on the families we serve and helping them and their next generations thrive.

What previous experience or roles have prepared you for this position?

As account manager in my previous roles, I loved working one on one with clients and educating them about the product I represented and how it could help them move closer to their goals. This directly translates to finance in that, I have learned how to help make very technical concepts digestible to those that may not have a background in what we are discussing.