Remy Jacobson is a Registered Representative, and Registered Investment Advisor with United Planners.
Remy Jacobson is the newest Financial Professional to join the JWM team. He currently possesses the Series 7 (Registered Representative) and Series 66 (Registered Investment Advisor) designations. Remy researches investments that not only seek returns, but also focus on making an impact. This investment strategy is known as Socially Responsible Investing. His philosophy is that the real returns are found when we are focused on a better future for ourselves AND our world. He enjoys contributing to his community through community service. He has volunteered for playground builds with Kiwanis, the Boys & Girls club, Napa River cleanups, and at evacuation centers during Napa, California's 2017 wild fires.
When not building his business as a Financial Advisor or working on his education, Remy enjoys making music on guitar, spending time outdoors, and studying philosophy.