Jacob Yates Field Director & Wealth Manager | Diamond State Financial Group

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Jacob Yates

CFP®
Field Director | Wealth Manager

Jacob Yates is a Financial Advisor at Diamond State Financial Group. He focuses on working with small business owners, medical professionals and those approaching retirement. He aims to help his clients pursue their goals while protecting themselves and their loved ones.

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Education

Jacob graduated from Rowan University’s Rohrer College of Business with a Bachelor of Science in Finance. He has earned his Series 7 and 66 registrations and Life and Health Insurance licenses. He has also earned his CERTIFIED FINANCIAL PLANNER™ (CFP) designation. Jacob is a Registered Representative and Investment Advisor Representative of Cetera Advisor Networks LLC.

Community

Jacob volunteers as a big brother in the Big Brothers Big Sisters program of Gloucester County and is a member of St. Anthony’s Mutual Aid Society. Jacob also helps run the annual “Beef and Beer” for Together Forever, which helps local community members battling cancer cover their everyday expenses.

Personal

Jacob was born and raised in Glassboro, New Jersey, and still resides there today with his wife, Jordan, and three daughters, Laurel, Nora and Thea. You can find him watching sports, playing golf or just hanging out with his family and friends when he is not working.