Jacob is an Investment Portfolio Associate for the SSG Executive Advisory Group of Raymond James who uses specialized knowledge and skills to assist in analyzing portfolio analytics, asset allocation and investment holdings within client portfolios. He provides professional support to the Team through prepping industry and company research by collecting and organizing data, writing investment-related reports, and creating/maintaining financial models.
He has previous experience at J.P. Morgan Private Bank as a Client Service Associate where he assisted with servicing high net worth clients and worked with team members to complete appropriate tasks. Jacob holds his Series 7, 63, and 65 licenses, all of which are beneficial in providing top notch financial services to our clients.
A 2022 graduate of the University of Delaware, Jacob holds a Bachelor of Science degree in Finance, along with a minor in Economics.