Milestone Financial Solutions

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Address:

10108 Krause Road | Suite #201
Chesterfield, VA 23832

Phone:

804-768-0541

Fax/Other:

804-768-0487

James A.

James A. "Jimmy" Jacobs, CLU, ChFC

Founder, Senior Partner Retirement Planning Specialist

James A. “Jimmy” Jacobs ChFC, CLU started with Equitable (now AXA Advisors, LLC.), January 1971- 47 years ago.

He is a charter member of EARC- Equitable's Agents' Reinsurance Company- and a charter member of Paramount Planning group.  He is also a charter member of the Summit, qualifying every year since 1988.

Over his career he has also earned 28 Centurions, 15 Bronze Eagle Awards, and 6 Silver Eagle awards. Among AXA Equitable's 5,500 member sales force he has consistently ranked among the top 100 in production. The past 15+ years he has ranked in the top 20. In 2016, he received the Hallmark 11 award which ranks Jimmy among the top 25 lifetime production among all AXA associates.  Listed as a retired associate by AXA since 2012, he led the retired sales force in sales in 2013 and was No. 2 in the US in 2017.

In 2003, he was named National Honor Agent, THE HIGHEST AWARD IN THE COMPANY. This is given annually by the Old Guard based on career production and industry and community service.

He earned his Chartered Life Underwriter (CLU) designation in 1976, and Chartered Financial Consultant (ChFC) designation in 1982.  He completed an elite Wealth Retirement Planning Program with Wharton School in January, 2006.  Jimmy served as a District Manager with The Equitable from 1982 to 1990, winning several management awards.  He retired from management in June, 1990 to open his own office in Chesterfield.  He employees six staff people and there is an additional associate.  Jimmy sells over 200 cases per year, and today has over 5,500 policyholders. 

He has been extremely active in the industry: NAIFA member for 47 years, MDRT for 46 years, and American Society of Financial Professionals (ASFP) since 1976. He has also served on over 20 MDRT committees and was AXA's National MDRT Booster Chair for five years from 2003-2008. He has also served as the AALU National Membership Chair in 2009, past Vice Chair for Agents for Change, and on the Life Foundation Board from 2007-2011.  He is currently a member of the Forum 400 and Life and Qualifying Member of Top of the Table division of MDRT.

Jimmy has spoken to numerous Life Underwriters groups throughout the United States and Canada, several National Equitable conferences, and has been a speaker at the prestigious Million Dollar Round Table seven times including main platform in 2003.  He was a main platform speaker at the Top of the Table annual meeting in 2006, and a main platform speaker at the MDRT Hour featured during the 2001 annual NAIFA Convention.  Jimmy has been published several times in Life Insurance Selling and Life Association News.  In October, 2001, he was featured in Newsweek as one of five national winners in the Real Life Stories competition sponsored by NAIFA and the Life Foundation.  Again in 2015 he was one of five national winners of the Life Foundation Real Life Stories competition and spoke at the NAIFA, 2015 annual convention.

Over the years, Jacobs has also been active in the community.  He served as chairman of the Petersburg High School 60's Mega Reunion Committee – a reunion of the 60's decade held in September, 2000.  Over 750 people attended this event.  He is also past co-chairman of Corporate Funding for the Appomattox Regional Governor's School in Petersburg, a school for gifted students in technology and the arts.  In 2003, he served as chairman of the Southside Virginia United Way campaign. From 2006-2009, he served on the board of the Hospitality House in Richmond, VA. He chaired a second PHS Mega Reunion in September, 2007.  Over 500 classmates and guests attended that 3-day event.  And a third PHS Mega Reunion was held at Kingsmill Resort in Williamsburg, VA, September 2015. 340 classmates and guests attended the 4 day–3 night event. He currently is a member of the new Chesterfield Arts Foundation Board and The Arts Center is scheduled to begin construction in early 2018.   

Jimmy and his wife, Isabel have two married children and three grandchildren.

 

Phone 804-768-0541
Fax 804-768-0487
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck