Jacob Watts, CFP®, CRPC®, APMA®
Jacob has been guiding his clients through tough financial decisions for over 12 years. A KU grad, he works closely with corporate executives and families so they can focus on enjoying their lives and doing what they love. Jacob bolstered Legacy’s expert team after joining the firm in 2017. He has spent much of the last decade advising executives from local Fortune 500 companies on their corporate retirement plans and compensation packages. A new Dad, Jacob has happily traded in much of his golf course time for barbecuing on the weekends with his wife and daughter.
Certifications & Licenses: CERTIFIED FINANCIAL PLANNER™, APMA (Accredited Portfolio Management Advisor), CRPC (Chartered Retirement Planning Counselor), Series 66 Securities License
Email Jacob: email@example.com