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. Twenty five 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 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, and Nantucket Anglers 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)
Russell J. Jacobson is proud to have been recognized as a Vista Club advisor for 2022—a distinction based on annual production that places him among the top 26 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista 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.
Justin F. Adomunes
Vice President/Financial Consultant
Justin joined Cape Cod Financial Services in the spring of 2023.
He is a graduate of Suffolk University and Boston College High School.
A former Vice President and Reginal Director at Goldman Sachs Asset Management, Justin has also worked at number of Asset Managers across traditional and alternative asset classes. Those firms include S&P Investment Advisory Services, John Hancock, Simple Alternatives, and Wells Fargo. Justin’s previous experience working in the investment business is an asset to Cape Cod Financial Services.
Justin will be a true fiduciary providing clients and their families with confidential and independent advice that is independent of external pressures in investment decisions.
Justin grew up visiting Cape Cod and Nantucket. He and his wife Louise were married on Nantucket in 2019 and they decided to make Osterville their home in 2021. They have children and their dog Winston. Justin is a member of the Osterville Anglers Club and Wianno Yacht Club. He is passionate about Sportfishing and Boating. In his spare time Justin can be found chasing his young children and spending time with family and friends. He also enjoys fishing and boating on the waters of Cape Cod, Nantucket and Martha’s Vineyard.
Licenses held by Justin Adomunes:
- Series 7
- Series 63
- Series 66
Barbara Raftery
Full-time Assistant
Barbara is a full-time assistant to Russ while he is in the Hyannis and Nantucket offices. Barbara joined Cape Cod Financial Services in 2013 and brings with her 38 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.