About Jason Jacobs

Proudly serving clients in Spencer, Spirit Lake, Milford, Ocheyedan, Hartley, Lake Park, and surrounding areas. I'm a lifelong resident of Northwest Iowa and grew up on a family farm near Melvin. I still get the opportunity to help on the farm each spring and fall, which I enjoy. In 2010 I graduated from Buena Vista University in Storm Lake with a bachelor's degree in media studies. I then spent 12 years working full time in the radio industry. I met my wife in 2015, and we got married in 2018. We live in Spencer and have been blessed with two sons and a daughter: Lincoln, Griffen, and Madden. We attend First English Lutheran Church in Spencer. I joined Thrivent in the fall of 2022. I have been active in the Spencer Jaycees chapter since 2013 and the Spencer Youth Baseball and Softball Association since 2024.

I work with my clients by helping with:

Life Insurance
Disability Income Insurance
Long Term Care Planning
Retirement strategies
Investment Strategies
Estate Strategies
College Planning
Charitable Giving

Answering the questions:

What can I do with an old 401k?
How much life insurance do I need?
When can I retire?
Should I open a ROTH IRA?
What strategies can I use to reduce taxes in retirement?

Education:

Life & Health Insurance License

FINRA Series 7 General Securities Representative

FINRA Series 66 Uniform Combine State Law

B.A. in Media Studies – Buena Vista University

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Securities and investment advisory services offered through Thrivent Investment Management Inc., a registered investment adviser, member FINRA and SIPC, and a subsidiary of Thrivent. Licensed agent/producer of Thrivent. Registered representative of Thrivent Investment Management, Inc. thrivent.com/privacy-and-security/disclosures.

Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors.

Designations

For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.