JONATHAN R JACOBS

Wealth Management Outcomes is both an ongoing consultancy as well as a launch vehicle for outcome-driven investment vehicles and services. Jon is the founder including long-standing consulting to wealth managers, insurance companies and alternative asset managers. Consulting expertise centers on growth strategies both organic and inorganic, service and product development, investment manager review and technology platform screening and evaluation. Jon has well-established expertise in working with partners across the investment and technology verticals to formulate and execute successful growth initiatives. He is frequently called upon for his unique expertise at the intersection of wealth and risk management.

• Largest wholesaler of life insurance, annuities, long-term care, and disability insurance in US
• Subsidiary of BB&T Corp
• Restructured and grew division sales by 42% over 3-year period
• Realized increase of 28% in division profitability within 3 years
• Recruited 10 RIAs with minimum $800M AUM each, generating $25M in total premiums for Crump by 2019
• Positioned Crump as 2020 candidate for Fastest Growing Insurance Agency in US
• Restructured divisional sales teams for improved efficiency and business profitability
• Shifted division mindset from service-based to sales-focused through training, education and improved communication
• Implemented intensive training for sales tactics, recruiting, and platform types - RIAs, Broker/Dealers, "Hybrids," wire-houses, bank wealth management and career agencies
• Personally managed large national RIA account encompassing performance, products, legal, marketing and IT
• Improved business mix balance to reduce risk and cultivate additional business from established accounts
• Captured 2 high-end life insurance planning firms for Ultra-High-Net-Worth Individuals (UHNW)
• Boosted division revenues from $7M to $10M by 2019 year-end

• Newton One (member of M Financial Group) is a wealth management firm providing asset protection planning and design of large-case life services
• Joined to open and launch New York City office by leveraging extensive industry connections and personal network
• Managed sales, business development, and client management for high net worth and affluent market place
• Acquired and retained client relationships with excellent relationship building, communication, and presentation skills

• Orcanis identified and evaluated small and mid-sized companies for leveraged distressed buyout and turnaround
• As sole owner and business manager, collaborated with private equity firms to negotiate potential deals
• Researched and identified distressed companies in need of capital for organizational turnaround
• Negotiated transactions, identified financial sources, and created legal and regulatory entities to acquire and hold securities of companies
• Executed control and passive investments on behalf of private equity funds
• Consulted with wealth management firms on planning and execution of growth strategies

• Multi-national insurance firm providing life insurance, annuities and investment management
• Selected for positions of increasing responsibility based on proven excellence in business development, including M&A and JVs, to achieve unprecedented financial growth
• Launched and led Professional Advisor division to generate $20.5M in sales over 11 years
• Merged AXA's Professional Advisor division with Mutual of New York's (MONY) Trusted Advisors division
• Recruited, trained, and managed team of 60 high-performing managers who collectively increased sales by double-digits YoY
• Led team in $25M direct investment into USI Holdings including joint marketing agreement realizing 38% ROI
• Developed and launched Professional Advisor division, including market research, business planning, financial models, concept testing, and review and approval processes
• Consistently met or exceeded division sales, profitability, product mix, and recruitment goals each year
• Integrated books of business, contracts, compensation models, and sales management while retaining top talent as part of merger
• Managed HR activities including recruitment and hiring, compensation design, performance management, succession planning, and termination
• Improved marginal sales production, quality, and cost savings as part of productivity improvement initiatives