Born and raised in Baton Rouge, Louisiana, Jacob built a career rooted in service and leadership. He spent 20 years in the U.S. military, first as an F/A-18 aircraft mechanic in the Marine Corps before transitioning to the Army to work on Blackhawks, Chinooks, Apache's, and Kiowas. His final decade was spent in Civil Affairs under special operations, honing his expertise in strategy and global operations. After retiring in 2020, Jacob shifted his focus to financial services, bringing the same discipline, adaptability, and mission-oriented mindset that defined his military career. He earned an MBA from Louisiana State University and joined Independent Financial Partners (IFP) as a project manager. Through a commitment to operational excellence, he quickly obtained his Series 7, 24, and 66 licenses and rose to Director of Operations, where he oversaw six key departments, ensuring efficiency, compliance, and advisor support. In 2025, Jacob founded SITREP Financial, dedicated to guiding individuals and businesses through financial complexities with clarity and confidence. With a focus on integrity, strategic planning, and client-first service, SITREP Financial helps clients navigate investments, retirement planning, and financial decision-making with the same precision and dedication that Jacob brought to his military and leadership roles.
At SITREP Financial, we bring a mission-driven mindset to financial services. Founded by a seasoned veteran with extensive financial leadership, we combine discipline, integrity, and precision to help you navigate financial complexities with clarity and confidence.
General Information |
| Firm Start Year: | 2025 | |
| Name of Broker/Dealer: | IFP Securities, LLC |
| States Licensed in: | FL, LA, GA, TN, NJ |
| Number of Years with Current Firm: | 5 |
| Work with the following types of clients: | Businesses, Individual Investors, Non-Profit Organizations |
| Advisory Services Provided: | Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management |
Services |
| Investment Types: | Exchange Traded Funds (ETFs), Stocks, Bonds, Alternative Investments, Mutual Funds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Phone, Our Office, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | 1 |
Education |
| MBA | LSU 01/01/2015-12/01/2018 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and SITREP Financial are not affiliated. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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