Jacob Petion

Investment Advisor Representative

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Through his financial services practice, Jacob Petion has found a way to bring traditional army values to life in the civilian world. Stationed in Ft. Hood, Texas, Jacob served two tours in Iraq. Upon leaving the military, he searched for a career that would allow him to continue to have impact in the world. “My financial practice allows me to incorporate values like discipline, integrity and selfless service into my everyday,” he says.

“When I help my clients move toward their financial goals, I feel that I am being put to service in accomplishing something bigger,” Jacob explains. As a generalist practitioner, Jacob offers a range of solutions – from investing for a future goal like retirement or education planning, to a variety of insurance products: life, disability income, long term care, and health insurance. Jacob looks to partner with businesses and organizations where he can offer financial education, and empower people to take control of their financial lives. His clients are working professionals, business owners, and military veterans.

Jacob’s easygoing nature, natural warmth and curiosity have permitted him create meaningful connections with people from diverse backgrounds and experiences. “It doesn’t matter where a person comes from,” he says. “My mission is to discover and connect with what it is that my clients care about most.”

Originally from Haiti, Jacob immigrated to the United States as a teenager. He quickly integrated, learning to speak English fluently in a year, and graduated from college with degrees in English and Economics. The experience of successfully navigating both the US education system and the US military are testament to Jacob’s resourcefulness and capacity for relationship building. These attributes make him particularly entrepreneurial and also very relatable as an advisor to anyone who has faced and overcome massive challenges in life.

Outside of work, Jacob is a committed volunteer to several veterans’ organizations. He offers pro bono financial literacy programs, and has given classes on finance fundamentals to incarcerated veterans at Riker’s Island.