Our
Financial Advisors
Jacob Sansom CPA
Vice President
Financial Advisor
Jacob Sansom is the Vice President of Cooper, Adel, Vu Financial and one of our financial advisors.
Jacob has been with the firm since 2017, working closely with clients in a fiduciary capacity to develop and execute comprehensive tax and investment planning strategies. In addition to his advisory role, Jacob serves as President of the firm’s tax preparation department, where he oversees operations and ensures high standards of accuracy, compliance, and client service.
Jacob earned a Bachelor of Science in Business from Liberty University and a master’s degree in data science from the University of Michigan. He has passed Levels I and II of the Chartered Financial Analyst (CFA) Program and maintains Series 7, 63, and 65 securities registrations. In addition, Jacob is a licensed Certified Public Accountant.
Originally from Findlay, Ohio, Jacob lives with his wife, Adrianne, and their five children. In his free time, he enjoys reading and listening to content on political philosophy, financial markets, early American history, and economics.
Jacob Sansom is a registered representative of and conducts securities transactions through CoreCap Investments, LLC. Jacob Sansom is an investment advisory representative of and provides advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial LLC is a separate entity and not affiliated with CoreCap Investments or CoreCap Advisors.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Julian Guilfoyle, Jacob Sansom, Dylan Schalmo, Daniel Weingartner, Jeff Jones, Jake Pennington, Luke Ross, Anish Rajgolikar, Ryan Fischer, Derrick Edwards, Adrian Karas, Jimmy Gundling, and Addison Crouch of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Julian Guilfoyle, Jacob Sansom, Dylan Schalmo, Daniel Weingartner, Jeff Jones, Jake Pennington, Luke Ross, Anish Rajgolikar, Ryan Fischer, Derrick Edwards, Adrian Karas, Jimmy Gundling, and Addison Crouch of Cooper, Adel, Vu Financial, LLC of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities. | CoreCap Investments Form | CoreCap Advisors Form
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2026 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
Locations
- Anderson Township | Centerburg | Chillicothe | Hilliard | Medina | Monroe | Sidney
+1 844 262 5214
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are registered representatives of and conduct securities transactions through CoreCap Investments, LLC.
Rhett Butler, Steven Ervin, Julian Guilfoyle, Jeff Jones, Luke Ross, Jacob Sansom, Dylan Schalmo and Daniel Weingarnter of Cooper, Adel, Vu Financial, LLC are investment advisory representatives of and provide advisory services through CoreCap Advisors, LLC.
Cooper, Adel, Vu Financial, LLC, CoreCap Investments and CoreCap Advisors are separate and unaffiliated entities.
Centerburg, Ohio and Monroe, Ohio are Registered Branch Offices of CoreCap Investments, LLC. Securities offered only through these Registered Branch Offices.
Copyright © 2026 by Cooper, Adel, Vu Financial Services, LLC
The information provided here is not investment, tax or financial advice. You should consult with a licensed professional for advice concerning your specific situation.
The content is developed from sources believed to be providing accurate information. Some material was developed and produced to provide information that may be of interest. The opinions expressed and material provided should not be considered a solicitation for the purchase of sale of any security.
Links to third-party websites are being provided for informational purposes only. CoreCap is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. CoreCap is not responsible for the content of any third-party website or the collection or use of information regarding any websites users and/or members.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefit or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.