Jacob Campbell | Modern Woodmen Financial Representative

Jacob Campbell

FIC

Jacob Campbell

FIC

Modern Woodmen membership is about relationships. We take time to get to know you and your needs. Get to know me and how we might connect.

Contact Jacob Campbell
At work

At work

At work

Why I do what I do

Why I do what I do

I'm deeply passionate about serving my members and helping them with all their financial planning needs.

I serve members in…

the great state of California!

I can help you plan for life using a variety of tools, including…

life insurance, annuities, retirement plans and investment products.

I attended…

California Baptist University.

I chose Modern Woodmen because…

I can make an impact in my members' lives and in the community.

The best part of my career is…

I can make an impact in my members' lives and in the community.

“I enjoy providing clarity and breaking complex situations down into simple solutions that will give my clients confidence in their financial situation.”
At home

At home

At home

My life outside of work

My family includes…

my wife, Heidi, and my son, Dawson.

In my free time, you can find me…

lifting heavy weights, playing pickleball, camping, traveling and spending time with family and friends.

My personal motto is…

"You simply cannot out science effort."

Community impact

In the community

In the community

My local community impact

What I like best about my community is…

there are always opportunities to meet new people, visit new places, and explore.

It’s very important to me to support my community. My favorite Modern Woodmen programs are:

Matching Fund projects to raise money for those in need.

Current insights

Current insights

Want to manage your student debt? Follow these dos and don'ts.

Are you prepared for your first day of retirement? Reminiscent of back-to-school checklists, you should work toward crossing things off before retirement. Do you have an emergency fund? Where will your income come from? Need help completing your list? I can help!

Is your teen going off to college this fall and feeling stressed about their finances? Share these five budgeting tips! 1. Set goals – Save for books, trips, and future expenses. 2. Track spending – Use apps or spreadsheets. 3. Budget smart – Try the 50/30/20 rule. 50% for needs, 30% for wants and 20% for savings. 4. Cut costs – Cook at home, split subscriptions with roommates. 5. Go for free – Attend campus events to save cash! I'm available to answer any questions!

Annual reviews are essential on the trail to financial freedom. I can help point you in the right direction. Let’s meet to review your savings and retirement goals and your life insurance coverage.

Contact

Contact me

Let’s connect

We can help you review your needs and plan for your financial future throughout life. (Learn more about Modern Woodmen's Planning for Life system and products.) Because Modern Woodmen is a fraternal financial services organization, we can also explore the benefits of being a member.

Your financial goal(s)
I’m interested in learning more about:
Modern Woodmen is licensed to sell life insurance and annuity products in most states. This information should not be considered a solicitation in those states where Modern Woodmen is not licensed.
Insurance Lic : CA 0M41405

Securities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, 309-558-3100. Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products. Check the background on either the firm or the representative on FINRA’s BrokerCheck.

Let’s plan together for…

Please select…

Select a financial goal from the drop-down menu to find helpful tips and articles.

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