From Health and Wellness to Financial Confidence

A Passion for Helping Others 

Jacob McClellan joined Financial Services of America in 2022, bringing with him a deep-rooted passion for improving the lives of others. With eight years of experience in the health and fitness industry and a degree in Wellness Program Management and Corrective Exercise, Jacob transitioned into financial services to continue his mission of helping people achieve their goals.

As an Investment Adviser Representative with FSA Advisors, Jacob holds a Series 65 securities license as well as life and health insurance licenses. His background in wellness and his knowledge and experience in financial planning combine to help create a holistic approach to serving his clients, helping them feel confident and optimistic in their financial futures.

A Family-Centered Approach 

Jacob’s dedication to his clients stems from his belief in treating everyone like family. His goal is to provide exceptional care and personalized service to every individual he works with, striving to make them feel like an extension of his own family. Whether it’s planning for the future or addressing immediate financial needs, Jacob takes pride in delivering thoughtful and reliable strategies.

Why Clients Trust Jacob 

Clients appreciate Jacob’s approachable nature and his ability to simplify complex financial concepts. His emphasis on personalized service, combined with his genuine care for his clients, has quickly made him a trusted partner in financial planning.

Life Beyond Work

Outside of his professional life, Jacob treasures time with his family. He loves raising his two daughters, Faye and Delaney, and spending quality time with their beagle, Cooper. Jacob’s commitment to family is at the heart of everything he does, whether at work or at home.

A Note from Jacob:

“My passion has always been helping others, whether it’s improving their well-being or guiding them toward financial confidence. I’m here to provide clarity and care, helping you achieve your goals every step of the way.”