Jacob Chrysler Email & Phone Number
Senior Lead Financial Planner @ Facet
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Jacob Chrysler Location
- Bellefontaine, OH, US
Jacob Chrysler Work
- Senior Lead Financial Planner @ (September 2026 - Present)
- Senior Financial Advisor and Planner @ (March 2025 - September 2026)
- Financial Advisor @ (October 2024 - January 2025)
- Senior Financial Advisor and Planner @ (April 2024 - October 2024)
- Financial Advisor and Planner @ (September 2022 - April 2024)
- Financial Advisor @ (July 2019 - June 2022)
- Associate Financial Advisor @ (January 2019 - July 2019)
- Paraplanner @ (June 2017 - January 2019)
- Intern @ (April 2016 - August 2016)
Jacob Chrysler Education
- Mount Vernon Nazarene University
Bachelor of Mathematics (Financial Planning and Services)
2013-2017
Jacob Chrysler Skills
- 401(k) Retirement Savings Plans
- Asset Management
- Attention to Detail
- Certified Financial Planner
- Communication
- Comprehensive Planning
- Equities
- Estate Planning
- Financial Advisory
- Financial Goals
- Financial Planning
- Financial Services
- High-Net-Worth Individuals (HNWI)
- Insurance
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Microsoft Excel
- Microsoft Office
- Order Management
- Orion
- Personal Finance
- Presentation Skills
- Presentations
- Retirement Planning
- Sales
- Tax Planning
- Tax Strategies
- Teamwork
- Wealth Accumulation
- Wealth Management Services
- Wealth Preservation
- Wealth Transfer
Jacob Chrysler Summary
- Jacob Chrysler, based in Bellefontaine, OH, US, is currently a Senior Lead Financial Planner at Facet. Jacob Chrysler brings experience from previous roles at Empower and The Pension Group. Jacob Chrysler holds a 2013 - 2017 Bachelor of Mathematics in Financial Planning and Services @ Mount Vernon Nazarene University. With a robust skill set that includes 401(k) Retirement Savings Plans, Asset Management, Attention to Detail, Certified Financial Planner, Communication and more. Jacob Chrysler has 2 emails and 1 mobile phone numbers on RocketReach.
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