Planning for Life Podcast
Introduction to Russell Jacobs III
Russell Jacobs started his career in financial planning after graduating from the University of Georgia. He began working with his father and then went on to take his Chartered Financial Consultant®, Chartered Life Underwriter® and CERTIFIED FINANCIAL PLANNER™ certifications. Russell eventually took over the business from his father, where both Russell and Carl continue his legacy of helping people from all walks of life, not just the wealthy.
In this episode, Russell explains the inspiration behind his relationship-first approach, which is called the Rich Planning Process. He also discusses his involvement with several nonprofit organizations: Savannah Foundation, Davis Love Foundation Jekyll Island Foundation, and Epworth by the sea.
Listen in as Russell discusses the holistic, client-centric approach that he and his team are known for at Jacobs Coolidge & Company LLC,.
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
