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Experience As:
Financial Advisor | Retirement & Wealth Planning Expert

Based In:
Houston, Texas

Language(s):
English

A little about Lawrence Jacobs

Lawrence Jacobs is an experienced Advisory Representative with Advisors Financial Group and a Registered Representative and Investment Advisor Representative of Osaic Wealth. With over 25 years of experience, Lawrence specializes in retirement and wealth planning and holds the Retirement Income Certified Professional (RICP) designation from the American College of Financial Services.

A native Houstonian, Lawrence graduated from the University of Texas at Austin. He spent a decade in Philadelphia as a business owner before returning to Houston with his wife, Melissa, to raise their two daughters—now proud graduates of Texas A&M University and Louisiana State University.

Beyond his professional achievements, Lawrence is deeply engaged in the Houston business community. A lifelong learner and avid reader, he enjoys exploring the latest business books and podcasts, always eager to share insights and ideas.

Lawrence didn’t just provide financial advice—he gave us clarity and confidence about our future. With decades of experience in retirement and wealth planning, he helped us structure a plan that balanced growth, security, and long-term goals. His thoughtful approach, deep expertise, and ability to make complex financial decisions simple gave our family peace of mind and positioned us for lasting stability.

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Want to learn more? Schedule a call to meet with our team.