Jacob King, Wealth management Associate

Jacob A. King

Wealth Management Associate

LinkedIn Profile

Jacob provides comprehensive financial solutions and support to all his clients. He is passionate and driven to deliver a detailed and customized approach for each client in order to understand their unique situation before developing goals-based wealth management strategies. Jacob values the human connection and is committed to creating and fostering meaningful relationships with his clients that last a lifetime, or ideally, span generations. He says “I deeply value trust. I want my clients to know that I have their best interests in mind, and I will always go above and beyond as we seek to ensure that clients successfully achieve and exceed their financial goals and priorities.”

Previously, Jacob worked at Merrill Lynch from 2016-2022, most recently as a Financial Solutions Advisor. Jacob is a proud graduate of The Ohio State University Fisher College of Business where he earned his bachelor’s degree graduating with honors.

Giving back to the community that raised him is essential for Jacob. With a lifetime of experience playing baseball, he volunteers his time by coaching baseball at Thomas Worthington High School. In addition, Jacob and his family are involved with non-profits like Feed The Kids Columbus and Healthy LifeStars.

Originally from Dublin, Ohio, Jacob now resides in Hilliard, Ohio along with his wife and beloved golden retriever. Jacob enjoys spending time with his family, golfing, and cheering on The Ohio State Buckeyes.

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