UNIONDALE, NY / ACCESS Newswire / October 23, 2025 / Marquis Who's Who honors Jacob D. Francis for his achievements in financial services, insurance and wealth management. Buoyed by his faith-based values, Mr. Francis has built a career rooted in discipline and client care, rising to become a respected independent financial adviser and founder of Lionstone Wealth Group.

About Jacob D. Francis

Mr. Francis is the founder and financial adviser at Lionstone Wealth Group, a firm aligned with LPL Financial. He launched the company in 2025, following over a decade at Edward Jones, where he grew his business from a few clients to managing significant assets for a broad base of individuals and families. His transition to independence reflects his desire to offer more flexible financial planning and a wider range of services, including investments, estate planning and insurance.

Mr. Francis's path to finance began early. In third grade, he made a bet with his stepfather to keep his room clean for a year, earning either $300 in cash or stock. Choosing stock sparked a lifelong interest in investing, which he tracked daily through the newspaper. By high school, his investments helped him purchase his first car. During his military deployment, he organized a small investment club with fellow soldiers. These experiences fueled his decision to study finance and pursue it formally as a career.

Mr. Francis previously served in the U.S. Army from 2007 to 2013, holding roles in logistics, finance, human resources and civil affairs. His military service sharpened his leadership skills and the ability to solve problems under pressure. Following his deployment, he worked at Bucharest Christian Academy in Romania, where he managed budgets and currency transfers for the English-speaking school. He also served as a consultant before transitioning to a full-time financial adviser.

Mr. Francis's education includes a Master of Science in management and finance from Colorado State University Global, which he earned in 2017, and a Bachelor of Arts in political science from Colorado State University. He also holds certifications as a Certified Exit Planning Advisor and as a Certified Kingdom Advisor candidate.

Committed to Community and Clients

In recognition of his professional excellence, Mr. Francis was consistently ranked in the top tier of financial advisers at Edward Jones. He also earned recognition for mentorship through Goodknight, Legacy and Field Training programs and is widely respected for prioritizing client trust and long-term value.

Beyond his career, Mr. Francis remains deeply engaged in civic and community work. He has been an active member of Rotary International since 2015, serving as president from 2019 to 2020. He also contributes to local nonprofits as a board member of the Canon City Chamber of Commerce Foundation, the Golden Age Center and Starpoint. He further volunteers regularly with his local church, demonstrating his commitment to service beyond his professional responsibilities.

On a personal level, Mr. Francis credits his faith and family as central to his success. His company name, Lionstone Wealth Group, reflects his Christian faith, symbolizing Christ as both the cornerstone and the lion of the Tribe of Judah. He values the unwavering support of his wife and son, with whom he enjoys traveling and playing vintage baseball.

Looking ahead, Mr. Francis intends to continue expanding his business while mentoring the next generation of financial advisers. His long-term goal is to build a one-stop resource for clients by incorporating professionals such as attorneys, accountants and insurance specialists. He aims to ensure wealth is both grown and protected for years to come.

About Marquis Who's Who^®:

Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America^®, Marquis Who's Who^® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America^® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis^® publications can be viewed at the official Marquis Who's Who^® website, www.marquiswhoswho.com.

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SOURCE: Marquis Who's Who