Jacob Sansom is a financial advisor with Cooper and Adel Financial. Jacob works closely with Julian Guilfoyle, vice-president of the financial company, implementing innovative strategies designed to protect and preserve our clients’ wealth while minimizing taxes on their retirement accounts. Jacob came to Cooper and Adel with three years experience in financial and investment planning where he honed his strong analytical and financial planning skills helping clients meet their financial goals. He was also a relationship banker for five years which provided him the opportunity to help clients solve a variety of financial challenges.
Jacob graduated from Liberty University with a Bachelor of Science in Business. He also has an Associate in Accounting degree from the University of Toledo. Jacob has completed Series 7, 63 and 65 securities examinations and is also licensed for Ohio life and health insurance.
Jacob is originally from Findlay, Ohio. He and his wife, Adrianne have four children. In his free time, Jacob likes to listen to and read about political philosophy, financial markets, early American history and economics.
Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, Inc., a registered investment advisor. Cooper and Adel Financial and CoreCap are separate and unaffiliated entities.