Eric Jacoby
President at The Jacoby Agency
Based in Los Angeles, United States
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Seniority
C-Team
Department
General Business & Management
Location
Los Angeles
Industry
Financial Services
Company size
2
Contact information
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e•••••••@ericjacoby.com
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Background
About Eric Jacoby
Biography ofEric A Jacoby CFP®, RFC Education:Attended San Diego State University, majoring in Business Administration 1978-1981.Attended the College for Financial Planning in Denver, Colorado. Upon completion in 1988, he received his Certified Financial Planning designation.Affiliations:Started his financial advisor practice at J-Mar Associates in 1982 and became Executive Vice President of Sales in 1986.Advisory Commission on Life and Health Insurance for the California Legislature’s Senate Committee on Insurance Claims and Corporations in 1990.Established the Jacoby Agency in 1991.Member of the prestigious Forum 400.Joined The Advisor Consulting Group in 2012.Strategic Alliances include numerous CPA and Law Firms.Member and Executive Committee member of Provisors. Member of the National Financial Planning Association.Personal:Vice Chairman of the Board of Directors of the Guidance Development Center, a South Central Los Angeles agency specializing in helping under-privileged families.Member and Men’s Club Board President for 2009 of Mountaingate Country Club in Brentwood California.Past President of West L.A. Pony League and has managed youth baseball for many years.
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