Marc Jacobson & Associates
At MJA we support clients on a range of financial issues – from evaluating insurance needs to helping grow their assets to protect their retirement. With over 30 years of experience building and maintaining close client relationships, founded on the basis of trust, respect, honesty and integrity, we work tirelessly to ensure the financial security of each and every client is set. Securities and advisory services through SagePoint Financial, Inc.(SPF), member FINRA/SIPC. SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.
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Verified contacts
10
available on Kipplo
LinkedIn employees
22
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
93
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- DM
Dana Mosconi
Office Manager · Operations
EmailPhone - IM
Isaias Mota
Team Lead Business Development · Sales & Business Development
EmailPhone - CN
Cynthia Nadig
Bookkeeper · Finance & Accounting
EmailPhone - EO
Eliza Oates
Underwriting Case Coordinator · Other
EmailPhone - MJ
Marc Jacobson
Managing Partner · General Business & Management
EmailPhone - JS
Julie Siegenthaler
Business Development Manager · Sales & Business Development
EmailPhone - DA
Diana Alvarez
Marketing Assistant · Advertising & Marketing
EmailPhone - KF
Karl F.
Benefits Analyst · Human Resources
EmailPhone
Showing 8 of 10 verified contacts
Top roles at Marc Jacobson & Associates
9 distinct titles indexed · top 9 shown.
- 1benefits analyst
- 1bookkeeper
- 1business development manager
- 1financial advisor
- 1managing partner
- 1marketing assistant
- 1office manager
- 1team lead business development
- 1underwriting case coordinator
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