James “Doc” Jacobs specializes in diagnosing financial challenges with mindfulness while providing “Glass Jar” solutions that can be taught to anyone. Born and raised in Pennsylvania, he sought to understand the difference between a family that struggles and one that thrives. Doc has experienced working in direct sales as a Lead Field Sales Advisor. He also has 5 years banking experience as a Senior Analyst for both credit lending & client protection against fraud and scam. He has transitioned fully into being a financial professional for wealth protection and life insurance.
Doc believes that financial literacy and mindset are key to building wealth. His compassion towards others, willingness to over deliver, and commitment to integrity breeds encouraging financial planning and education. Doc prioritizes helping clients develop “a nostalgia for the future” by exciting them to build and secure their legacy while confronting painful financial burdens.
Doc lives in Delaware with his wife of 6 years, and is blessed with a beautiful daughter. In his spare time, Doc is a self proclaimed
foodie who loves tennis, playing instruments, cycling, and hosting
gaming streams and events.
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M&M Wealth Associates
Monday-Saturday 9am-6pm
(714) 494-9515
16027 Brookhurst St, Ste I-626
Fountain Valley, CA 92708
