Focus: Insurance Strategies, Investment Strategies
Jacob (Jake) Smith is an Internal Sales Coordinator & Financial Services Professional with WestPoint Financial Group.
Jake is a graduate of St. Ambrose University. He received a Bachelor of Science degree in Economics and Finance.
With over 12 years of industry experience, Jake and his staff provide high level, one-on-one support for all your client’s needs. Services include but are not limited to the following: case consultations, estate and business planning knowledge, marketing and illustration support, strategy design as well as product positioning strategies and presentations.
Jacob Smith is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Supervisory office 8044 Montgomery Road, Suite 620 Cincinnati, OH 45236. Phone (513) 332-9980. WestPoint Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Affiliations & Memberships
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401 S.W. Water Street, Suite 303
Peoria, IL 61602