James A. “Jimmy” Jacobs CLU® , ChFC®
James A. “Jimmy” Jacobs ChFC, CLU began his career in the financial securities industry on January 1971 with Equitable Life in Petersburg, VA.
In 1990 he opened his own office, Jacobs Financial Group in Chesterfield, VA. March 2018, he changed the company name to Milestone Financial Solutions, LLC and in September 2018 Jimmy made another transformation, after 47 years with AXA Advisors, changing his broker dealer to The Leaders Group, Inc. and TLG Advisors for future expansion and business continuity.
In 2003, Jimmy was named National Honor Agent by AXA Advisors, THE HIGHEST AWARD IN THE COMPANY. This is given annually by the AXA Old Guard based on career production and industry and community service. He has been extremely active in the industry as a NAIFA member, Million Dollar Round Table Top of the Table member, and American Society of Financial Professionals (ASFP) since 1976. 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, Jimmy has also been active in the community serving on numerous non-profit boards and planning events.
Jimmy and his wife, Isabel have two married children and three grandchildren living in the area.