Jacob Corcoran
Associate Partner, The LAT Group Registered Client Services Associate, RJFSJacob currently serves as the team’s planning and investment analyst. His duties include investment research and analysis for portfolio management, producing client proposals, creating financial plans and reports, as well as assistance through trading and order entry. Jacob holds his Series 7, Series 63, and L & H insurance licenses. Prior to joining the LAT Group, Jacob gained experience in consulting roles with Capgemini and Rimkus Consulting Group, where he further developed project management, adaptability, and business development skills that stemmed from his education.
Jacob attended The University of Iowa where he obtained a degree in Electrical Computer Engineering with minors in Business Administration and Computer Science. Near the end of his college career, he developed a keen interest in the financial markets and advisory business. Jacob has a strong passion for helping others and wanted to get into the advisory business where he will help clients achieve their goals to live a financially successful lifestyle.
