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Dave Jacocks Email & Phone Number

Retirement Consultant - Helping educate plan participants to achieve successful outcomes.. at Shepherd Financial, LLC

Location: Fishers, Indiana, United States 3 work roles 1 school

1 work email found @thecapitalgroup.com LinkedIn matched

✓ Verified Jun 2026 4 data sources Profile completeness 100%

Current company

Shepherd Financial, LLC

Role

Retirement Consultant - Helping educate plan participants to achieve successful outcomes..

Location

Fishers, Indiana, United States

Company size

25 employees

Who is Dave Jacocks? Overview

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Quick answer

Dave Jacocks is listed as Retirement Consultant - Helping educate plan participants to achieve successful outcomes.. at Shepherd Financial, LLC, a company with 25 employees, based in Fishers, Indiana, United States. AeroLeads shows a work email signal at thecapitalgroup.com and a matched LinkedIn profile for Dave Jacocks.

Dave Jacocks previously worked as Financial Mentor at Shepherd Financial, Llc and Divisional Wholesaler Manager at American Funds. Dave Jacocks holds Bachelor'S Of Science, Finance from University Of Illinois At Urbana-Champaign - College Of Business.

Company email context

Email format at Shepherd Financial, LLC

This section adds company-level context without repeating Dave Jacocks's masked contact details.

{first}.{last}@thecapitalgroup.com

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AeroLeads found 1 current-domain work email signal for Dave Jacocks. Compare company email patterns before reaching out.

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Profile bio

About Dave Jacocks

Dave Jacocks is a Retirement Consultant - Helping educate plan participants to achieve successful outcomes.. at Shepherd Financial, LLC. He possess expertise in mutual funds, investments, financial services, asset management, coaching sales skills and 1 more skills.

Listed skills include Mutual Funds, Investments, Financial Services, Asset Management, and 2 others.

Current workplace

Dave Jacocks's current company

Company context helps verify the profile and gives searchers a useful next step.

Shepherd Financial, Llc

Retirement Consultant - Helping educate plan participants to achieve successful outcomes..

carmel, indiana, united states

Website

shepherdfin.com

Employees

25

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Company profile

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3 roles · 21 years

Dave Jacocks work experience

A career timeline built from the work history available for this profile.

Financial Mentor

Current

Shepherd Financial, Llc

Carmel, Indiana, United States

Aug 2023 - Present

Divisional Wholesaler Manager

American Funds

Manage and coach Divisional Wholesalers for the American Funds.

2012 - Jul 2023

Senior Manager

American Funds

2005 - 2011 ~6 yrs

Team & coworkers

Colleagues at Shepherd Financial, LLC

Other employees you can reach at shepherdfin.com. View company contacts for 25 employees →

DB

David Bauer, Aif® Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States View → HW

Heather Willman Colleague at Shepherd Financial, LlcUnited States, United States View → NP

Noel Phillips, Qka®, Cebs® Colleague at Shepherd Financial, LlcGreater Indianapolis, United States View → VS

Valerie Scott Colleague at Shepherd Financial, LlcFishers, Indiana, United States, United States View → DD

Drew Denny Cfp®, C(K)P, Nqpa Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States View → CK

Carson Kane Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States View → MT

Megan Twyman Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States View → CC

Curtis Clem Colleague at Shepherd Financial, LlcContact Info, United States View → EG

Erin Goodrich, Cfp®, Cws®, Ces™, Cdfs™ Colleague at Shepherd Financial, LlcCarmel, Indiana, United States, United States View → AS

Alex Sylvester Colleague at Shepherd Financial, LlcIndianapolis, Indiana, United States, United States View →

1 education record

Dave Jacocks education

University Of Illinois At Urbana-Champaign - College Of Business

Finance

FAQ

Frequently asked questions about Dave Jacocks

Quick answers generated from the profile data available on this page.

What company does Dave Jacocks work for?

Dave Jacocks works for Shepherd Financial, LLC.

What is Dave Jacocks's role at Shepherd Financial, LLC?

Dave Jacocks is listed as Retirement Consultant - Helping educate plan participants to achieve successful outcomes.. at Shepherd Financial, LLC.

What is Dave Jacocks's email address?

AeroLeads has found 1 work email signal at @thecapitalgroup.com for Dave Jacocks at Shepherd Financial, LLC.

Where is Dave Jacocks based?

Dave Jacocks is based in Fishers, Indiana, United States while working with Shepherd Financial, LLC.

What companies has Dave Jacocks worked for?

Dave Jacocks has worked for Shepherd Financial, Llc and American Funds.

Who are Dave Jacocks's colleagues at Shepherd Financial, LLC?

Dave Jacocks's colleagues at Shepherd Financial, LLC include David Bauer, Aif®, Heather Willman, Noel Phillips, Qka®, Cebs®, Valerie Scott, and Drew Denny Cfp®, C(K)P, Nqpa.

How can I contact Dave Jacocks?

You can use AeroLeads to view verified contact signals for Dave Jacocks at Shepherd Financial, LLC, including work email, phone, and LinkedIn data when available.

What schools did Dave Jacocks attend?

Dave Jacocks holds Bachelor'S Of Science, Finance from University Of Illinois At Urbana-Champaign - College Of Business.

What skills is Dave Jacocks known for?

Dave Jacocks is listed with skills including Mutual Funds, Investments, Financial Services, Asset Management, Coaching Sales Skills, and Building High Performing Sales Teams.

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