Broker Check
Marc J. Jacobson

Marc J. Jacobson

Managing Partner

Marc Jacobson is founder of Marc Jacobson & Associates. For more 30 years, Marc has helped thousands of clients along their journey toward financial security as a financial advisor. He believes it starts with an eco-system of making his employees happy first. Marc’s purpose-driven approach to business keeps his clients’ desired outcome at the forefront of every service he provides. He begins every client relationship with a question: What does financial security look like to you? With their answers in mind, he works closely with clients to design a plan to reach their goals and paves the way for financial security. For 29 consecutive years Marc has qualified for “Top of the Table and Million Dollar Round Table” two of the industry's top awards . He is a member of Prudential’s prestigious Chairman’s Council and Prudential Annuities Master Council. He has received more than 29 awards from Prudential and other companies for outstanding achievement in his field, including the Presidential Trophy for Leading Financial Professional, Long Term Care Champion Award, and Team of the Year. He is also the recipient of the prestigious National Honor of Merit Award, the only financial services professional under age 70 ever to win the award. He also received the Paul Harris award from the Rotary, the highest honor for giving service above himself. In addition to his full-time work, Marc is a member of the Young President's Organization of Chicago, part of a global network of young chief executives; business development coach; consultant to agencies around the country; author; keynote speaker. He donates all proceeds from book sales and speaking engagements to charity.