Jacob Melvin, CPFA

Jacob Melvin is a Retirement Plan Education Consultant and Wealth Advisor at HUB Retirement and Wealth Management. He holds a B.S. in Finance from Michigan State University with a minor in Wealth Management. Growing up, Jacob worked as a caddy, which gave him an early appreciation for building relationships, and exposure to his family’s business sparked his interest in how money works and how it can create security for people. That combination naturally led him into financial services, and he joined HUB Retirement and Wealth Management in June 2025 as a Retirement Plan Education Consultant and Wealth Advisor, straight out of college.

Jacob gets the most satisfaction from helping clients strive to feel more confident about their financial future. The industry is constantly changing, and he cares about simplifying that complexity so people can make informed decisions with confidence. He also values the team environment at HUB, noting that the work never feels like something he’s doing alone.

Jacob stays active outside of work, whether that’s golf, pickup basketball, snowboarding, or the gym. He’s a big fan of the DC Universe and Star Wars, enjoys video games, and is always looking for new music recommendations. He’s also looking forward to traveling more and exploring new places.