financial advisor in Escondido Jacob Kohut
760.233.7924
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About me
It is my pleasure to serve the financial needs of people in the Escondido and San Marcos areas. My experience in the financial industry started in 2012. California License Number 0I00734.
I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
In my free time, I enjoy hiking, coaching youth soccer and spending time with my wife and three kids.
Area of focus
Investment planning
Insurance protection planning
Retirement plan distribution planning
Executive compensation planning
Business succession planning
Charitable gifting strategies
Executive/trustee planning
Legacy planning
Goals-based wealth management
My offices
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Secondary office190 South Rancho Santa Fe Road
San Marcos, CA 92078 -
Secondary office675 S. Rancho Santa Fe Road
San Marcos, CA 92078
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.
Equal Housing Lender. Credit products offered by U.S. Bank National Association and subject to normal credit approval. Deposit products are offered by U.S. Bank National Association. Member FDIC.