Jessica Jacobsen - Director of Business Development and Marketing Strategy Consultant​

Jessica Jacobsen

Strategy and Experience Alchemist

As Director of Business Development, Jessica Jacobsen connects with advisors nationwide to explore how Whole Growth Partners can elevate their marketing strategies and optimize client engagement. As a marketing strategy consultant, she creates exceptional client experiences that build multi-generational connections, foster loyalty, and drive measurable success.

About Jessica

Jessica Jacobsen is WGP’s Director of Business Development, connecting with advisors nationwide to enhance their marketing strategies and elevate their client engagement.
 
As a marketing strategy consultant, Jessica specializes in helping financial advisors and their teams optimize their client experience. Her work fosters strong multi-generational connections, lasting client loyalty, and measurable success, empowering advisors to thrive in a competitive marketplace.
 
Jessica has earned and maintains her Series 7, 66 and SIE Registrations.

A Conversation with Jessica

Why is our team so good at what we do?
We recognize that no two firms are alike, and thus, marketing strategies should play to their distinctive strengths.

What gives you the most energy about what you do?
I deeply value connecting with teams from across the country. I enjoy helping them expand their impact through thoughtful fact-finding, creative problem-solving, and serving as an extension of their team. I also love digging into the operational element of marketing to make initiatives repeatable and efficient.

What’s your favorite WGP value?
Empowerment. I feel like the work I do makes an impact within our firm. The team has the autonomy to create and execute valued and appreciated ideas while being challenged to become the best version of our professional selves.

What’s your superpower?
Loyalty

One fun fact, secret talent, or guilty pleasure?
I love music! In my former career I worked at a record label and for several entertainment magazines. I would be a music supervisor in another life.

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