Brian Jacobus's Location
Tacoma, WA, US
Brian Jacobus's Work
- Managing Partner @ Wealth Management, Inc.
- Vice President - Financial Advisor @ Key Investment Services
- Financial Advisor @ RBC Wealth Management
- Associate Regional Director @ Russell Investments
Brian Jacobus's Education
- University of Washington
Bachelor of Arts (B.A.) (Business Administration and Management)
1999 - 2001 - Pierce College
Associate of Arts (A.A.) (Business Administration and Management, General)
1997 - 1999 - Gov John R Rogers High School
Brian Jacobus's Skills
- Banking
- Wealth Management
- Portfolio Management
- Series 63
- Financial Reporting
- Sunrise
- Financial Services
- Microsoft Excel
- Wealth Management Services
- Financial Advisory
Brian Jacobus's Summary
Brian Jacobus, based in Tacoma, WA, US, is currently a Managing Partner at PNW Wealth Management, bringing experience from previous roles at Key Investment Services, RBC Wealth Management and Russell Investments. Brian Jacobus holds a 1999 - 2001 Bachelor of Arts (B.A.) in Business Administration and Management @ University of Washington. With a robust skill set that includes Banking, Wealth Management, Portfolio Management, Series 63, Financial Reporting and more, Brian Jacobus contributes valuable insights to the industry. Brian Jacobus has 2 emails and 1 mobile phone number on RocketReach.
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