Melissa Jacobs

Client Service Manager

(650) 263-4974 | [email protected]

Melissa brings over 30 years of financial service experience to the Virtual Admin team, half of which were through LPL Financial. Before joining The Network, she provided administrative support for an independent advisory office and trust administration for a wealth management group. She believes her experience as an office manager, LPL Registered Administrative Associate, and commodities bookkeeper provides her with a dynamic scope of knowledge and prepares her for any challenge thrown her way.

Melissa lives in Kansas City, MO with her husband and has two grown sons. Graduating from Central Missouri State University, she holds her holds her Series 7 and 63 through LPL Financial and Series 65 through Strategic Wealth Advisors Group.  In her spare time, she enjoys cheering on the Kansas City Royals, Chiefs, and Oklahoma Sooners, traveling regionally along the Kentucky Bourbon Trail, and spending time at home with her two Chihuahuas.


Professional Qualifications

  • FINRA Series 7 - General Securities Representative Examination held through LPL Financial.
  • FINRA Series 63 - Uniform Securities Agent State Law Examination held through LPL Financial.
  • FINRA Series 65 - Uniform Investment Adviser Law Examination held through Strategic Wealth Advisors Group.