Karsten Jacobson | The Ponte Vedra Recorder
As told to Holly Tishfield
Can you please briefly tell us about your background?
I grew up and lived in Springfield, Missouri, until I left to enlist in the U.S. Navy. I was stationed at NAS Jacksonville as a flight engineer on P3 Orion Aircraft. Once my enlistment was over, I attended the University of North Florida, where I met my wife. I graduated with a double major in finance and financial services. I always knew I wanted to be a financial advisor before I joined the military, and I made sure that I could accomplish that goal. I have been in the industry for five years now, and recently affiliated with Raymond James. My wife and I have four kids, two girls and two boys, who are 14, 13, 12 and 21/2.
What do you enjoy most about your role?
I enjoy working with my clients and helping them, just like I would help any family member. It is really great to know that you have played an important role in their life. Being a financial advisor is what I have always wanted to do, and I don’t think I would be doing anything else. I am truly grateful that my passion is my career.
What are some of the challenges that your industry/company is facing?
Some challenges are not knowing where to turn to for advice. There is a lot of information out there in regards to financial planning, and it seems to change on a daily basis. Having someone that you trust to help guide you with those challenges is very important. I believe providing consistent communication and education helps make those challenges less challenging for the everyday person.
What are your primary roles/responsibilities?
Since 2015, I have been helping investors through the process of pursuing their financial goals so that they can focus on the important things in life. I provide my clients with the information I believe they need to choose the most suitable investment products/services for their specific financial needs — including financial planning, retirement planning, estate planning, and wealth management.
What do you enjoy most about Ponte Vedra area?
My family and I really love the community. We have lived in Ponte Vedra Beach for almost two years and we are so grateful for everything it has to offer. From the schools to the neighbors, it is all great.
What upcoming event are you most excited for and why?
Tax season. My wife owns Daysi Jacobson Accounting, and that is a very busy time for our household of six people, including our three pets. During that season it is my time to shine at home. While my wife burns the midnight oil, I get to enjoy quality time with the kids. There is always something to get excited about at our house.
What do you like to do in your free time?
I love to take the family out deep-sea fishing whenever we have the chance. Recently I have really enjoyed running the Palm Valley Bridge almost every day. Even though it is tough, I always have a smile on my face while I do it.
Karsten Jacobson, CFP®
2201 Sawgrass Village Dr
Ponte Vedra Beach, FL 32082
(904) 686 -1308
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.