Start Date:  2026

Securities Licenses Held:  7, 63 and 65.

Titles:  Investment Advisor Representative with Harbour Investments.

Securities Licensed in: WI, IL, IN, MN and NC.

WI Insurance Licenses:  Life, Health, Annuity, Long Term Care

Education:

Carroll University with a degree in Economics & Finance.

Bio: Born and raised in Beloit and a graduate of Carroll University with a degree in economics and finance, Jakob is an Investment Advisor Representative with Harbour Investments, Inc. He provides personalized, fee-based portfolio management paired with retirement income and legacy planning, grounded in a long-term, behavior-focused approach that keeps clients invested and disciplined through full market cycles. Jakob holds the Series 7, Series 65, and Series 63 registrations, is securities licensed in Wisconsin, Illinois, Indiana, Minnesota, and North Carolina, and is insurance licensed for life, health, annuity, and long-term care.