Jacob Heyser

 

 

 

 

   

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

      Graduating in 2017 with a Finance Degree from Susquehanna University, Jake began his career in Financial Services working in the headquarters of one of the top independent broker-dealers in the United States. He saw from the home office view the impact that excellent financial planning can have to secure financial futures for clients. With a passion for serving he decided to become a Financial Planner. His primary goal is to build long-term relationships with clients. Jake believes in helping clients to identify their immediate and long-term financial goals and developing individualized strategies to work toward achieving those goals. Periodic reviews are used to monitor the goals and progress toward meeting or exceeding those objectives. Jake's commitment to excellence in all he does, as well as impeccable integrity make him a welcome Team Member at PSG Financial.

     Jake grew up in South Jersey, graduated from Susquehanna University, was a four-year collegiate athlete as a member of the men's soccer team. He enjoys golf, soccer, travel and spending time with his family at the Jersey Shore. Jake currently resides in Philadelphia, Pennsylvania.


Jacob Heyser is a Registered Representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., Member SIPC. Branch Office: 2401 Pennsylvania Avenue, Suite 114, Wilmington, DE 19806. Insurance offered through Lincoln affiliates and other fine companies. Lincoln Financial Advisors is not affiliated with PSG Financial.


CRN-2592420-061419