Meet the Investment Team Travis Jacobsen
Wealth Advisor
Travis Jacobsen is a wealth advisor serving the Cedar City, Kanab, St. George, Mesquite and Las Vegas areas. He specializes in helping clients achieve their long-term financial goals, bringing a genuine passion for serving the communities where he lives and works.
Travis joined Mountain America Investment Services in 2024. He received his Bachelor of Science in finance from Utah Tech University and holds Series 7 and Series 66 licenses through LPL Financial. He also has life, accident and health insurance licenses.
Prior to joining the wealth management team, Travis interned with Zions Bancorporation and worked there as a wealth advisor. He also spent a year with Mountain America Credit Union as a loan officer. After moving to Southern Utah for college, he fell in love with the area and people and knew it was where he wanted to live and work long term.
When not at work, Travis enjoys lifting weights, hunting, camping, fishing and golfing.
Branches served
Tooele: Main Street
CONDUCT BACKGROUND CHECK
| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
This site is designed for U.S. residents only. The services offered within this site are available exclusively through our U.S. Investment Representatives. LPL Financial U.S. Investment Representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Mountain America Credit Union (“Mountain America”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Mountain America for these referrals. This creates an incentive for Mountain America to make these referrals, resulting in a conflict of interest. Mountain America is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
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