THE EXPERIENCE, KNOWLEDGE AND RESOURCESto help
PURSUE YOUR GOALS
Jacob started with ARK Financial Advisors as an intern in 2018. During that time, he had the opportunity to sit in with Greg and observe how meetings are conducted, learn about the trading platforms and other vital tasks all while getting one-on-one mentoring, training, and coaching. All of this allowed him to gain valuable knowledge of the financial industry as well as client needs and concerns, and how to help address them. He started his career as a Financial Advisor in 2020.
Jacob is a graduate of Liberty University, where he graduated Magna Cum Laude, with his Bachelor of Science in Business Administration with a focus on Business and Financial Law. Jacob is a Registered Representative having passed several licensing exams. He currently holds both the Series 7 and Series 66 licenses, as well as being Insurance licensed for health and life. Jacob also holds the professional designation AAMS® (Accredited Asset Management Specialist).
When not at work, Jacob enjoys spending time with his family and friends. He is a car enthusiast and enjoys working on both cars and motorcycles. Additionally, he enjoys traveling, boating, and sports; most of all, baseball.