Tom Jacobsen, MBA
Chief Operating Officer,
M.J. Smith & Associates
Operations Manager, RJFS
As the Operations Manager and Chief Operating Officer for M.J. Smith and Associates, Tom focuses on strategic planning and development while also ensuring that the firm is in full compliance with industry rules and regulations. “My focus is on ensuring that we provide the best possible experience to our clients, from the first day we meet them through their entire journey with us,” he says.
Tom joined M.J. Smith and Associates in 2007 and has over 20 years of operations and management experience in financial services. A graduate of the University of Colorado, Tom holds both a Bachelor’s degree in Economics and an M.B.A. His licenses include the General Securities Representative (Series 7), the General Securities Principal (Series 24), and the Uniform Securities Agent State Law Examination (Series 63).
A Colorado native, Tom is a Denver Broncos fan whose family has held season tickets since 1965. Rooting for the Broncos is a family affair. Tom, his wife, Patty, and daughter, Kat, can be found at Mile High for home games during the season. Tom and his family also enjoy traveling and spending time at their cabin in Minnesota.