Jacob S. Haywood
Wealth Management Advisor, RJFS Investment Manager, CRAWith nearly 5 years of experience analyzing & implementing investment strategies, I began my professional career with Cornerstone Retirement Advisor’s (CRA) in 2023. Joining CRA’s investment committee, conducting investment research, and implementing & perfecting their proprietary investment management screening process, helps build customized investment portfolios tailored to Cornerstone Retirement Advisor’s (CRA) clients’ objectives. Uncovering and researching these investment opportunities may enhance potential returns and increase Income while helping to ensure appropriate levels of risk. Working in conjunction with my colleagues at CRA, we use forward-looking capital markets assumptions in selecting securities we believe offer attractive risk-return characteristics over the long-term to help our clients envision their future and design a plan in helping them increase their Income, grow assets for their Lifestyle, and conserve those assets for the Legacy they have built. Life Balanced. Invested.
I earned a BS in Finance from Ohio University in Athens, Ohio, graduating Suma Cum Laude, where I gained experience and a strong understanding of financial markets while being exposed to a wide variety of market conditions and situations. Currently serving as Investment Manager with Cornerstone Retirement Advisors, Inc., I have earned the SIE, Series 7, and Series 66 securities licensures and am a CFA Level 1 Candidate.
Working close to my home of Columbus, OH, I enjoy spending time outdoors and traveling with my Fiancé, Maki, and our border collie, Nova. Some of my favorite activities include fly fishing, camping, hunting, hiking, and skiing. I have visited 35 states, most of which were done camping out in remote wilderness areas, and I hope to cross off the remaining 15 sometime soon.
