Jacob joined the Arcuri Associates team in 2021 and holds the role of Financial Planning Coordinator. He collaborates with advisors and clients to gather information, deepen conversations, and identify a path forward. Through getting to know you and your vision for the future he can match the objective with the subjective and curate a confidence-inspiring plan that will serve as a beacon throughout life’s changing seas.
Jacob spent his previous 6 years learning the ins and outs of the financial services industry. From assisting clients in the Virginia Retirement System with their benefits and plans to helping self-directed investors navigate pitfalls and achieve their goals, he has built a foundation well-suited for his current role.
He graduated from James Madison University and spent 7 years in a civil engineering squadron with the Virginia Air National Guard. When not assisting clients with their goals and finances he can be found biking local roads and trails or spending time with his wife and daughter.
Email Jacob: jacob.fleming@arcuriassociates.com
