Broker Check
Jacob Gorman

My Story

After graduating with my bachelor's in biology (and learning that I am not as passionate about lab work as I thought I would be) I decided to start taking various positions and learning for myself what I valued in my life. After a lot of searching, I found a position at a small insurance agency where I discovered what I wanted to move into, finance. More specifically, I like helping others discern why their finances matter to them. 

When I learned about K2 from my best friend Kyle Douthit, I took the next opportunity that I could to join a team as great as the one he described. Sure enough, it was just as good as he said it was. As I continue to learn how to best serve our clients, I can be certain that everyone here will help me learn how to serve the best part of K2, you. 

My mission is to Help everyone I can with their financial goals by determining what is important to them and guiding the way for their financial success.

Qualifications

  • FINRA SIE (Securities Industry Essentials®)
  • Series 7 & 66
  • Bs Biology-Point Loma Nazarene University – 2021

California Insurance License # 4187698

About Me

When I have a free moment to spare, you can find me somewhere near the water with my wife Abigail and German shepherd Pluto. Whether it is Fishing, boating, surfing, or anything in between, I am always happy to share my experiences with such a wonderful family.