Jacob Caswell

Financial Advisor @ Mutual of Omaha

About

As a Financial Advisor with Mutual of Omaha in Tampa, I partner with individuals and families to help them protect what matters most—while building a solid path toward long-term financial success. With licenses in Life and Health Insurance and a Series 7 registration, I provide tailored financial solutions that include insurance coverage, mutual funds, variable annuities, and retirement planning strategies. My approach is rooted in education, trust, and clarity—so whether you're looking to safeguard your loved ones, grow your investments, or simply make sense of your options, you’ll have a dedicated guide every step of the way. I’m passionate about helping clients make informed decisions with confidence. Let’s connect and start the conversation about your financial goals.

Country

United States

City

Tampa

Industry

Financial Services

Skill

Life & Health Insurance Licenses, Sales, Client Relations, Accounting, Microsoft Excel

Experience

Financial Advisor

Mutual of Omaha

2025-9 - Present · 1 yr 1 mo

Tampa, Florida, United States

Disclosures: This is not an offer or solicitation in any jurisdiction where we are not authorized to do business 1. Insurance Licensed in: Florida, Alabama, Georgia 2. Disclosure: http://www.mutualofomaha.com/disclosure/ 3. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc., Member FINRA (www.finra.org)/SIPC(www.sipc.org). 4. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company. 5. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. 6. This page/profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites.