Jacob Yates

Jacob Yates, CFP®, CKA®

Associate Advisor
Alpharetta, GA
jacob.yates@bluetrust.com
(770) 904-9873
Follow on LinkedIn

Jacob Yates is an associate advisor for the Sports and Entertainment Division of Blue Trust.

As a CERTIFIED FINANCIAL PLANNER® certificant and Certified Kingdom Advisor®, Jacob provides technical expertise in investments and comprehensive financial planning, creating personalized strategies tailored to each client’s unique needs. He oversees client meeting preparation and implementation of action items while addressing key areas such as cash flow, tax strategies, gifting, education, retirement, and estate planning. Additionally, Jacob supports investment management through reviews, rebalancing, and reporting. Committed to excellence, he fosters strong client relationships and actively contributes to the team’s growth.

Before joining the company, he worked at Ashford Advisors, handling administrative and planning needs for clients.

Jacob earned his BS in finance from the University of Georgia. While there, he played club tennis for four years.

Active in his community, Jacob regularly attends his local church and participates in their monthly community service days.

Jacob is married to his wife, Katherine. He plays in a recreational tennis league and loves adventuring with his wife—hiking, camping, or exploring national parks together.

Testimonials

 
PreviousNext
123
Slide Title

We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

Slide Title

I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

Slide Title

Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

A Day to Reflect on Conviction, Service, and Calling

Economic Review & Outlook First Quarter 2026

New Year. Same Mission.

A Day to Reflect on Conviction, Service, and Calling

Economic Review & Outlook First Quarter 2026

New Year. Same Mission.

Find an Advisor Near You

Find an Advisor

Recent Posts

Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/25 and subject to change.
Atlanta Web Design Company
© Copyright 2026 Blue Trust, Inc.