Russell J. Jacobson

Russell J. Jacobson

The people who work at Cape Cod Financial Services not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! We are always ready to address your concerns, answer your questions, and put you at ease.

Russell J. Jacobson

President and Owner

Russ is the president and owner of Cape Cod Financial Services, an independent financial services firm based on Cape Cod and Nantucket.

Russ is a graduate of Massachusetts Maritime Academy. After graduating from MMA, he traveled the world as a ship’s engineer and later was employed by UCLA at their power facility. Nineteen years ago, Russ made a career change to pursue his passion—empowering people by helping them gain control over their money. Russ enjoys developing personal relationships with his clients while helping them plan and work toward their financial goals and dreams. 

Russ spent the beginning of his career working for AG Edwards and at an investment bank prior to establishing Cape Cod Financial Services. The move to an independent firm has been a positive change for Russ and his clients. Free from sales pressure and incentives, Russ has the freedom to offer the best options after considering a wide variety of products and solutions.

Born and raised in Osterville, Russ and his wife, Michelle, returned six years ago. They are happy to be living on Cape Cod full-time with their three daughters. Russ serves annually on the Massachusetts Maritime Alumni Golf Tournament Committee and is a member of the Wianno Yacht Club. He enjoys shell fishing, boating, snow skiing, traveling, and golfing. In his spare time, Russ is enthusiastic about restoring classic Boston Whalers.

 

Licenses and securities registrations held by Russell J. Jacobson:

  • FINRA Series 7
  • FINRA Series 63
  • FINRA Series 66
  • Life and disability insurance license
  • Health and variable insurance 
  • Notary public
  • Investment Adviser Representative with Commonwealth Financial Network®
  • Certified in Long-Term Care (CLTC)

 

SummitClub_seal
 

Russell J. Jacobson is proud to have been recognized as a Summit Club advisor for 2017—a distinction based on annual production that places him among the top 23 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

Barbara Raftery

Full-time Assistant

Barbara is a full-time assistant to Russ while he is in the Centerville and Nantucket offices. Barbara joined Cape Cod Financial Services in 2013 and brings with her 30 years of experience as a branch operations manager in the financial services industry. Barbara assists clients with transaction requests and will guide you through the processes and forms required to put your financial plan in place. She is a graduate of Northeastern University and Cape Cod Community College. Barbara lives in Orleans.

Michelle Jacobson

Part-time Assistant

Russ’s wife, Michelle, supports Barbara and Russ part-time with administrative tasks and overflow work. Michelle is a graduate of Katharine Gibbs School. She enjoys traveling, cooking, reading, watching films, and boating with her family. Michelle is a volunteer at the Osterville Village Library and at her children’s school. Michelle also serves as a rear commodore at the Wianno Yacht Club.