Jacob Baucco
Professional Credentials, Recognition, & Education
  • BS in Finance and Marketing from University of Dayton
“In this industry, you can transform a lot of lives.”
 

Finding a career where you can help people is not always easy. Yet, for Jacob, investment advising allows him to help people in the ways that matter most. Whether a client is working to save enough for retirement or hoping to maximize their wealth for charitable giving in the future, Jacob loves working with Capital Advisor’s senior analysts to research solutions that give clients peace-of-mind.

 
“My dad taught me problem solving – and my work ethic.”
 

Jacob’s dad owns a construction company, and Jacob spent many years working with him on jobsites. He learned early on that questions were fine, but problem solving was better. His dad showed him that every time a problem arises, you have to work hard to figure out the right path. In life: there are no cookie-cutter answers. With finance, this critical skill has served him well. No two clients are the same – and he works hard to research and determine the right solution for every individual need.

 
“I’m all ears. But you can’t miss my voice.”
 

Sharing stories is something that’s always been a part of Jacob’s life. It’s why he started a Podcast with a lifelong friend, so they could stay connected on a more personal level while sharing stories about their travels, sports, pop culture and life in general. He loves hearing clients’ stories and learning about the experiences that are important to them. He knows with open ears – and an open mind – he can look for opportunities to assist clients in any way he can.




Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. No membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Capital Advisors, Ltd., LLC is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Capital Advisors, Ltd., LLC does not serve as an attorney, accountant, or insurance agent. Capital Advisors, Ltd., LLC does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Capital Advisors, Ltd., LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.capitaladvisorsltd.com.