Director, Investment Property Wealth Management®
Luck is where opportunity and hard work meet.Seneca
Jacob is a Director of Investment Property Wealth Management® at Realized, helping real estate investors build personalized investment plans that are best suited to their unique situation. Jacob looks to maximize risk-adjusted after-tax cash-flow and mitigate capital gains when evaluating portfolio options.
Jacob has been a licensed advisor for 14 years, providing holistic advice and guidance to individual clients. Prior to joining Realized, Jacob worked as a senior financial consultant, providing high net worth clients with advice on investments, risk management, tax, and estate planning when evaluating an individual client’s overall investment objectives. Jacob achieved licensure as a Certified Financial Planner, CFP® in order to better understand a client’s overall situation when evaluating individual investments. Jacob is a graduate of Texas State University, holding a Bachelor’s Degree in Business Administration with an emphasis in Finance. He has been a financial advisor for over 15 years and was born in Oklahoma.
Jacob has two kids that occupy most of his free time with their sports. Jacob currently resides in Austin, TX where you can find him carting his kids to activities or catching the latest sports game. He loves to play golf, hike, and mountain bike trails, and visit state and national parks.
Fun Facts About Jacob
- One of Jacob's first jobs was moving furniture for his father's moving company during the summers when he was 14-15 years old.
- If he could vacation anywhere, Jacob would like to visit Australia and New Zealand.
Being transparent with everyone in your life... your partner, children, colleagues, clients, and friends is the right way to answer tough questions and live life without doubt.
Jacob's ArticlesAll Articles
What Is Direct Deeding in a 1031 Exchange?
Prior to 1991, in a 1031 tax-deferred exchange, a seller would deed a property to an intermediary who then deeded the property to a third-party buyer, known as sequential deeding. Now, there is the option for the seller to deed to ...
How Are REITs Taxed?
Real Estate Investment Trusts, or REITs, can offer investors many of the potential benefits associated with real estate investments without the common pitfalls of direct property ownership.
Can a Single-Family Home Be Purchased Under a 1031 Exchange if a ...
The 1031 exchange is a tool that investors seek to use to help manage capital gains tax liability by reinvesting the proceeds from the sale of investment property into like-kind assets. The name "1031 exchange" comes from the relevant ...