About Us

Jacob Lewis

FINANCIAL PROFESSIONAL
Phone: 651-389-4135
Fax: 651-389-4131

Jacob is a Financial Consultant with Falcon Financial Group.  His goal is to help clients reach financial security by defining, implementing, and maintaining financial strategies including: wealth accumulation, preservation, and distributions, and accomplish the aforementioned while managing risk to the client.

Jacob obtained a Bachelors of Arts Degree in Finance with a minor in Economics from the University of St. Thomas.

Since graduation college Jacob has studied for, and obtained the following licenses:

  • FINRA Series 7 Securities
  • FINRA Series 66
  • Life/Health/Accident Insurance


Jacob takes an open approach to meeting his client needs rather than just recommending a specific product.  He believes it is important to first develop a strategy to meet a client's goals and then recommend the correct products to meet those goals.  The Falcon Financial Group, LLC team of advisors that Jacob works with at Equitable and his ability to use resources like Equitable Network, LLC. allows Jacob to make recommendations that appropriately meet his client's needs.

Jacob appreciates the opportunity to do business with you.


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors is the brand name of AXA Advisors, LLC (Member FINRA, SIPC)

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

AXA Advisors, LLC is an Equal Opportunity Employer M/F/D/V

Equitable Holdings, Inc. is a publicly traded corporation, and its subsidiaries are currently using trademarks including the "AXA" name, AXA logo and associated trademarks of AXA SA under license.

Link to equitable.com

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