Jacob is an American national with over 10 years of industry expertise, including 2 years at Morgan Stanley and more than 5 years with JP Morgan with job titles such as Private Client Banker, Sr. Home Lending Advisor and Financial Advisor he has gained a comprehensive understanding of the financial services landscape.
Jacob holds a Masters in Finance from the esteemed University of Arizona. Throughout his career, he have actively participated in both startups and corporate finance, allowing him to leverage a diverse skill set and bring fresh perspectives to the table.
Beyond his professional endeavors, he has a passion for exploring different cultures and lifestyles. He is an avid scuba diver, (spear)fisherman, skier and chef. In order to do all of these he lives in Marbella, Spain with his wife and adorable golden retriever puppy.
- USA Licensed with SEC Series 7 and 66
- NMLS 1595015
- Cum Laude BSBA International Business from University of Denver
- Masters of Science in Finance from University of Arizon