
Jacob Beekman serves as the Director of Financial Planning for the Conner Group. He joined the team in 2025 and has worked in the financial services industry since 2019. Jacob began his career at Edward Jones as a Financial Advisor before transitioning to Fidelity in 2021, where he continued to develop his expertise as an Investment Consultant.
Throughout his career, Jacob has been dedicated to helping individuals and families in the Roanoke Valley, and across the country, achieve their retirement and financial goals. He takes pride in educating clients on sound financial strategies and empowering them to make confident decisions about their future.
Jacob holds the following licenses:
FINRA Series 7 & 66
Life, Health, and Annuities License
A Roanoke native, Jacob attended Roanoke Catholic School and William Byrd High School. He later earned his Bachelor of Arts in Business & Economics from Hampden-Sydney College.
Outside the office, Jacob enjoys spending time with his fiancée, Elle, his family, and his two dogs—Sturgill, a Great Dane, and Doug, a Bernedoodle. When he’s not golfing, hiking, or traveling you can usually find him watching football or basketball.