Broker Check
Anna Jacobs, CMFC®, APMA®

Anna Jacobs, CMFC®, APMA®

Financial Advisor

Anna began working at Waddell & Reed in 2005 as an Advisor Assistant. Fueled by the passion of her sister - who was a Financial Advisor at the time - Anna became a Financial Advisor in 2006. Anna respects the client-centric culture at Waddell & Reed. Anna enjoys her work and especially likes helping her clients stay sane and happy along the way while assisting them to pursue their financial goals.

Anna holds the Series 7 & Series 66 securities licenses. She holds the CMFC® (Chartered Mutual Fund Counselor) designation. She also has her California insurance license (#0E84518).

In her spare time she serves on several Not-for-Profit Boards. She is actively involved in community service and finds pleasure in hiking the many open spaces and parks in the Bay Area.