Phone: 480-284-6820
Fax:      480-284-6825
 

Jacob W. Parish

Jacob W. Parish
Phone: 
480-284-6820

Jacob Parish is a financial advisor and creator of Schooner NextGen. Schooner NextGen is a platform and practice dedicated to working with successful generation X and generation Y individuals as their day-to-day advisor. His mission is to help his peers across the U.S. live great lives, and to cultivate the next generation of Schooner Financial clients.

Jacob has been advising clients since 2009 and is an Investment Advisor Representative holding Series 7, 63, and 65 securities licenses as well as Life Insurance, Variable Annuity, and Health Insurance licenses. He sincerely believes having a trusted advisor over the course of a lifetime can make a significant impact on someone’s life, greatly increasing their likelihood of financial success.

To learn more about the Schooner NextGen platform and how Jacob provides financial planning to young professionals and entrepreneurs on their terms, please visit http://www.schoonernextgen.com/

 

Our Services

  • Retirement Planning
  • Educational Funding
  • Estate Planning            
  • 401k’s
  • TSA/403b’s
  • Investment Asset Management
  • Long-Term Care Insurance
  • Disability Insurance
  • Life and Health Insurance

Securities and Advisory services offered through Geneos Wealth Management, Inc.  Member FINRA/SIPC

Geneos Privacy Policy

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved