
Wealth Management Outcomes was founded by Jon Jacobs, a wealth management and insurance expert with other 30 years of experience on integrating risk management and alternative investments into asset management centric businesses. Jon has been at the forefront of this trend seeing how institutional asset management tools could be applied to wealth management practices. After incessant phone calls of “Hey, I have a quick business question” from friends in the industry that turned into lengthy conversations spanning over years, Jon decided to open up shop to deliver both expertise and execution support for some of the fastest growing needs for insurance companies and distributors as well as wealth managers: Distribution Strategy, Product Development, Sales Management and Investing for Insurance Companies. Reach out and see how we can help your company realize greater success in these crucial areas.
