Jacobson Associates

What Jacobson Associates does

Jacobson Associates, Inc. is a privately held financial advisory and insurance brokerage firm headquartered at 5020 Centre Avenue, Pittsburgh, Pennsylvania. The firm has been in continuous operation for over 50 years and is led by President Blair Jacobson (CLU, AEP), a Life and Qualifying Member of the Million Dollar Round Table and founding member of NFP Benefits, alongside Senior Vice President Larry L. Jacobson (LUTCF, CLTC), Director of New Business Donna Spencer, and Director of Case Design Bill Place (CLU, ChFC, FLMI). It serves closely held businesses and their owners, affluent individuals and families, and small to mid-size businesses across the United States with insurance, employee benefits, and investment advisory solutions.

The firm's core product set spans insurance brokerage (life, health, disability income, and long-term care), employee benefits programs (group health, group life, group disability, 401(k) advisory), and executive and business planning services including buy-sell agreements, key person insurance, executive compensation, family business succession, legacy/estate planning, and corporate and individual lifetime settlements. Securities are distributed through affiliated Registered Representatives of Kestra Investment Services, LLC (Member FINRA/SIPC) and investment advisory services through Investment Advisor Representatives of Kestra Advisory Services, LLC. The firm is also a member of PartnersFinancial, which provides access to a national network of plan design, product, legal, accounting, investment, banking, actuarial, and trust specialists. Client access to underlying accounts is supported through third-party platforms including Albridge Solutions, Advisor Enterprise, SEI, AssetMark, GE Private Asset Management, Lockwood, and Niemann Capital Management.

Jacobson Associates operates on a traditional advisor-led business model. Revenue is generated through insurance product commissions and fee-based investment advisory arrangements; no pricing schedules or fee structures are publicly disclosed, and engagements are quote-based and consultative. The go-to-market relies on a content-driven website that functions as both marketing asset and lead-generation engine — featuring financial calculators, flipbooks, monthly newsletters, research articles, a glossary, and short videos — with quote request forms for long-term care, group health, life, disability, and 401(k) routing prospects into a sales conversation. No proprietary technology platform, software product, mobile app, or API exists; operations are conducted using standard industry tools and broker-dealer-provided account access. The firm holds no patents or trademarks, lists no awards or recognition, and has no disclosed funding, parent company, or subsidiaries in the input data.

Name

Jacobson Associates

Legal name

Jacobson Associates, Inc.

Website

https://jacobsonassociates.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Jacobson Associates, Inc. is a privately held financial advisory and insurance brokerage firm in Pittsburgh, PA, providing insurance, employee benefits, executive and succession planning, and investment advisory services to closely held businesses, business owners, and affluent individuals and families across the United States.

Ownership category

akta.pro rank

Headquarters

HQ city

Pittsburgh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D

Revenue model

1. Insurance and Financial Advisory Services: The firm generates revenue through advisory fees and commissions on insurance products (life, health, disability, long-term care) and investment advisory services offered in partnership with Kestra Investment Services (Member FINRA/SIPC) and Kestra Advisory Services. Revenue is derived from both commission-based insurance product sales and fee-based investment advisory arrangements.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Jacobson Associates is a financial advisory and insurance brokerage firm that designs and delivers insurance products, employee benefits programs, retirement/401(k) advisory, corporate contingency and succession planning, estate and legacy planning, and lifetime settlement solutions for closely held businesses, executives, and affluent individuals. Securities and investment advisory services are offered through affiliated broker-dealer Kestra Investment Services, LLC and Kestra Advisory Services, LLC. The firm operates through a three-phase Development, Implementation, and Management decision process, supported by a national specialist network via PartnersFinancial and NFP Benefits.

Product overview

Jacobson Associates is a financial advisory firm offering a comprehensive suite of insurance and benefits solutions for businesses and individuals. The core offering consists of insurance products (life, health, disability, long-term care) combined with employee benefits programs and HR compliance solutions. The firm provides investment advisory services through affiliated broker-dealers Kestra Investment Services and Kestra Advisory Services. Beyond core insurance products, the firm offers educational tools including financial calculators, flipbooks, newsletters, research articles, and a glossary. Strategic services include corporate contingency planning, executive benefits, family business succession planning, legacy planning, and lifetime settlements. The firm operates through a three-phase decision process: development, implementation, and management.

Differentiator

Problem solved

Functional benefit

Products and services

• Insurance and Benefits Solutions Core insurance and benefits advisory services providing businesses with solutions to attract, retain, and reward employees while addressing business continuity and executive compensation issues.
• Employee Benefits Programs Creative employee benefit programs designed for successful businesses, including group health, life, and disability income coverage.
• Long-Term Care Insurance Insurance products and advisory services for long-term care planning, with self-insurance analysis and cost-of-waiting calculators available.
• Group Health Insurance Group health insurance products and advisory services for businesses and individuals.
• Life Insurance Life insurance products including term, whole, universal, and variable universal life with estate and legacy planning capabilities.
• Disability Income Insurance Insurance products providing income protection in the event of disability, with calculators to determine coverage needs.
• 401(k) Advisory Services Retirement planning advisory services including 401(k) plan design, management, and optimization strategies for businesses.
• Corporate Contingency Strategies Strategies to help corporations prepare for leadership and financial contingencies, including buy-sell agreements and key person insurance.
• Executive Benefits Strategies Executive compensation and benefits planning to attract, retain, and align key personnel with corporate goals.
• Family Business Strategies Succession planning and business transition strategies for family-owned businesses.
• Legacy Planning Strategies Estate planning and wealth transfer strategies designed to control legacy value across generations.
• Lifetime Settlements Corporate and individual life settlement transactions enabling clients to sell existing policies for cash in excess of cash surrender value.
• Securities and Investment Advisory Services Securities offered through Kestra Investment Services, LLC (Member FINRA/SIPC) and investment advisory services through Kestra Advisory Services, LLC, an affiliate of Kestra IS.

Quantifiable outcome

• The firm's decision process covers three phases — Development, Implementation, and Management — ensuring ongoing monitoring and client advocacy throughout the planning lifecycle.

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Partnerships

Five partnerships are on record, tiered core and minor.

• Kestra Investment Services, LLC (Kestra IS)coreChannel Partner/ Reseller/ DistributorSecurities are offered through Kestra Investment Services, LLC, a Member of FINRA/SIPC. Jacobson Associates' Registered Representatives conduct securities business through Kestra IS, making it a core channel partner for investment product distribution. The firm also offers Investment Advisory Services through Kestra Advisory Services, LLC, an affiliate of Kestra IS.
• Kestra Advisory Services, LLC (Kestra AS)coreChannel Partner/ Reseller/ DistributorInvestment Advisory Services are offered through Kestra Advisory Services, LLC, an affiliate of Kestra Investment Services, LLC. This partnership enables Jacobson Associates to provide fee-based investment advisory services to clients through licensed Investment Advisor Representatives.
• PartnersFinancialcoreStrategic or Co-development PartnerJacobson Associates, Inc. is a member firm of PartnersFinancial, a national organization providing access to a network of advisory specialists including plan design specialists, product analysts, legal and accounting specialists, investment analysts, asset managers, corporate and private banking specialists, actuarial experts, and trust services providers. This membership enhances the firm's service delivery capabilities.
• NFP BenefitscoreStrategic or Co-development PartnerBlair Jacobson is a founding member of NFP Benefits, a national organization dedicated to providing creative employee benefit programs to successful businesses. This affiliation provides access to additional employee benefits resources, HR solutions (LiveSecure platform), and a client service model portal specific to NFP Benefits clients.
• NFP Securities, Inc.minorChannel Partner/ Reseller/ DistributorSome documents on the website reference NFP Securities, Inc. as the broker-dealer through which securities are offered. Securities are described as being offered through 'Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC.' This may represent a historical or parallel affiliation for specific products or services.

Scale indicators2 records

Recent moves4 records

Expansion highlights3 records

Market position

Weaknesses3 records

Competitive moat4 records

Customer concentration

• LinkedInlinkedin.com/company/jacobson-and-associates-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jacobson Associates