Jacob Johnstone

Jacob manages all communication with inbound leads. He acts as the personal bridge between the online search and advisor introduction, along with screening a diverse range of prospects to identify their unique needs and financial situations through a proactive and empathetic approach. Jacob enjoys creating a personal connection with clients to produce long lasting relationships for the advisors he works with. Jacob graduated from California State University San Marcos in 2020 with a BA in Communication and is always ready to use his knowledge to help advisors connect with more clients.