Jacob Cunningham

Jacob Cunningham plays a key role in bringing financial plans to life at Forum Advisory Services. As a Planning Specialist, he focuses on the technical side of planning—leveraging advanced planning software, data analysis, and detailed reporting to help ensure every recommendation is accurate, thoughtful, and aligned with each client’s goals.

Since joining the team in August 2025, Jacob has been instrumental in supporting the firm’s planning process, helping translate complex financial data into clear, actionable insights. His work allows clients to not only see where they stand today but confidently understand the path forward.

Jacob is a graduate of the University of Missouri, where he earned his Bachelor’s degree in Economics. Originally from Jacksonville, Florida, he’s spent the past five years in Columbia and now proudly calls it home.



Outside the office, you’ll likely find Jacob watching or playing basketball and football, picking up his guitar, or spending time with friends, preferably somewhere near the water when he can get it.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.