Specialty
Jacob supports the development and maintenance of client relationships, with a focus on delivering thoughtful, high-touch service and assisting in the implementation of comprehensive financial plans. He works closely with senior advisors and clients to help organize and monitor evolving financial needs, ensuring strategies remain aligned with long-term objectives. With a strong attention to detail and a client-first mindset, Jacob contributes to the ongoing coordination of planning and advisory efforts across the firm. He plays an active role in supporting day-to-day financial planning activities and helping clients navigate changes in their financial lives with clarity and confidence.
Years of Experience
25+ Years
Educational Background
Sam Houston State University B.B.A., concentration in Finance
Designations & Licenses
- FINRA Series 6, 7, 63, 65, and 66 licenses*
Professional Experience
Jacob previously served as a Wealth Advisor at HFG Wealth Management. Prior to that, he held roles in traditional banking roles, including at J.P. Morgan.
Notable Information
- Served as the Treasurer for his local church and as a City of Conroe Councilman, and has volunteered with multiple philanthropic organizations.
- Jacob has been married for over 25 years and has four daughters. He enjoys practicing Jiu Jitsu and playing guitar.
Contact
Wealth Strategist & Relationship Manager
Direct & Text: 409.999.3051
Jacob.Guinn@ACFamilyOffice.com
*FINRA licenses have been previously held at broker dealers. Advisors hold active FINRA Series 65 licenses.
