Jacob graduated from Columbia International University in 2017 with a degree in Business Organizational Leadership, where he played soccer for 4 years as a goalkeeper. His hobbies include being active in the great outdoors, running, swimming, fishing, golfing, and of course basketball.
Where have you previously worked? For the past two years, at Charles Schwab as a stockbroker.
What licenses/professional designations do you have? Series 7, Series 66, and CPFA.
Favorite sport to play as a child? Basketball
Favorite sport to play as an adult? Basketball
Best book ever read? The Great Gatsby by F. Scott Fitzgerald
How would you describe what you do here? I assist clients by walking with them through and to their financial and retirement planning goals.
What is something people may not know about you? I helped found and establish a chess club in middle school.
If you are not at the office, where can we find you? Spending time with friends and family.
Name a historical person who is a hero to you? Nelson Mandela