Jacobs Financial

Jacobs Financial Based in Minnesota, Jacobs Financial is a family-owned independent financial planning and investment firm.

We deliver innovative strategies to help business owners and families feel confident about enjoying life and reaching for their goals. Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. Individuals affiliated with

Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

1407 33rd Street South, St Cloud, MN 56301 | 320-217-6006

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:
06/02/2026

This Monthly Recap summarizes market performance, major events and news from May 2026. Read more here:

U.S. stocks extended gains in May, with the S&P 500 ending the month with seven straight daily gains and its ninth consecutive weekly gain, its longest winning…

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Just 1 week until the 20th Annual Swing Fore Charity Golf Tournament! The online auction is officially live and bidding ...
05/30/2026

Just 1 week until the 20th Annual Swing Fore Charity Golf Tournament! The online auction is officially live and bidding will stay open through tournament day, so now’s the time to check out the items and start bidding before they’re gone.

What Can You Bid On?
• Costa Rica vacation retreat
• Fort Myers beach getaway
• Whitefish Montana stay
• WE Fest 2026 tickets
• Lakes Jam 2026 tickets
• SCSU Hockey Suite experience
• VIP suite experience at The Ledge

Click the link below or scan the QR code to browse all auction items and join in on the fun, even if you’re not golfing!
https://www.32auctions.com/SwingForeCharity

05/29/2026

One week to go until our 20th Annual Swing Fore Charity Golf Tournament!

This event benefits the Public Safety Foundation and their mission to provide critical resources to first responders across Central Minnesota.

Gabby, our Marketing Coordinator, recently sat down with Tony Rivera from the Malco Group, a first responder with over 20 years of service, to share the heart behind this tournament and the impact the Public Safety Foundation makes.

A huge thank you to Tony for your service and insight, and thank you to Malco Tools, Inc. for being a key sponsor and champion of this cause.

We’ll see you out on the green next Friday!

Congrats to the Class of 2026!Big milestone, big memories, and an exciting next chapter ahead. Wishing all graduates the...
05/29/2026

Congrats to the Class of 2026!

Big milestone, big memories, and an exciting next chapter ahead. Wishing all graduates the best as you take on what’s next, wherever that may lead.

From all of us at Jacobs Financial, congratulations and enjoy every moment of celebrating this season!

Meet Matt Jacobs! Matt is the Accounting & Facilities Coordinator at Jacobs Financial, where he helps keep the internal ...
05/28/2026

Meet Matt Jacobs! Matt is the Accounting & Facilities Coordinator at Jacobs Financial, where he helps keep the internal side of the business organized, efficient, and running without a hitch. A St. Cloud native, he takes pride in contributing to a firm that’s deeply rooted in the same community he grew up in.

His background includes work as a paralegal and in logistics, experiences that built a strong foundation in organization, follow-through, and critical thinking. Today, those skills show up in how he manages financial processes, maintains the office environment, and supports the team in a wide variety of ways.

Matt is someone the team can count on to handle the details and keep things moving forward behind the scenes. His steady presence helps create an environment where advisors can stay focused on what matters most, serving clients well.

As part of the Jacobs family, being involved in the business carries an added level of meaning. He’s proud to play a role in continuing the firm’s legacy and supporting its long-term growth.

Outside of work, Matt enjoys getting out and exploring, whether that’s hiking local trails or heading west for more challenging climbs. He’s always up for an adventure and appreciates any chance to spend time outdoors.

We’re so glad to have Matt on the Jacobs Financial team!

It was great having Jody back in the office last week helping our team prepare for our 20th Annual Swing Fore Charity Go...
05/27/2026

It was great having Jody back in the office last week helping our team prepare for our 20th Annual Swing Fore Charity Golf Tournament.

After spending over 20 years with Jacobs Financial and leading this event, she kindly came back in after retiring last year to help make sure everything is ready to go.

We’re really grateful for her time, her care, and the lasting impact she’s had on this tradition.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

The Swing Fore Charity online auction is officially LIVE, and bidding is already heating up.Several items already have b...
05/26/2026

The Swing Fore Charity online auction is officially LIVE, and bidding is already heating up.

Several items already have bids on them, so if you’ve placed a bid, make sure to keep checking back so you don’t get outbid before the auction closes.

Current featured items include a Costa Rica Retreat, Fort Myers Beach Stay, Whitefish Montana Getaway, WE Fest 2026 Tickets, Lakes Jam 2026 Tickets, an SCSU Hockey Suite Experience, VIP Box Suite Experience at The Ledge, and more.

Browse the auction and place your bids using the link below.
https://www.32auctions.com/SwingForeCharity

Financial clarity is not about having every answer. It develops over time through awareness, context, and ongoing conver...
05/25/2026

Financial clarity is not about having every answer. It develops over time through awareness, context, and ongoing conversation.

Address

Saint Cloud, MN

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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