Anna Jacobs Email & Phone Number
CEO, CFO and Owner
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Anna Jacobs Location
- San Jose, CA, US
Anna Jacobs Work
- CEO, CFO and Owner @ Artesian Wealth Solutions (January 2023 - Present)
- Financial Advisor @ (July 2021 - Present)
- Financial Advisor @ (February 2006 - July 2021)
- Advisor Associate @ Laura A. Jacobs, CFP, Financial Advisor (April 2000 - December 2013)
- Graphic Designer and Commercial Artist @ Various (March 1993 - March 1999)
Anna Jacobs Education
- Palomar College
Commercial Art
1987-1991 - College for Financial Planning
Financial Planning and Services
2006
Anna Jacobs Skills
- Financial Planning
- Insurance
- Investment Strategies
- Wealth Management
Anna Jacobs Summary
- Anna Jacobs, based in San Jose, CA, US, is currently a CEO, CFO and Owner at Artesian Wealth Solutions. Anna Jacobs brings experience from previous roles at LPL Financial, Waddell & Reed, Laura A. Jacobs, CFP, Financial Advisor and Various. Anna Jacobs holds a 1987 - 1991 Commercial Art @ Palomar College. With a robust skill set that includes Financial Planning, Insurance, Investment Strategies, Wealth Management and more. Anna Jacobs has 2 emails and 4 mobile phone numbers on RocketReach.
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