Jacob Eddy Email & Phone Number
Director, Advisory Compliance @ Private Client Services (PCS), Member FINRA, SIPC
Jacob Eddy Location
Charlotte, NC, US
Jacob Eddy Work
- 2024 - now Director, Advisory Compliance @ Private Client Services (PCS), Member FINRA, SIPC
- 2023 - 2024 Assistant Vice President ERISA Complaince @ LPL Financial
- 2022 - 2023 Manager ERISA Compliance @ LPL Financial
- 2020 - 2022 Senior analyst ERISA compliance @ LPL Financial
- 2017 - 2019 Manager Managed Account Operations @ LPL Financial
- 2014 - 2017 Senior Compliance Analyst @ LPL Financial
- 2010 - 2014 Brokerage Specialist and Personal Finance Consultant @ Hewitt Financial Services
- 2007 - 2010 Financial Advisor @ Wells Fargo
Jacob Eddy Education
- Salisbury University - Perdue School of Business
(Economics)
2001 - 2004
Jacob Eddy Skills
- Uniform Combined State Law
- Leadership
- Financial Reporting
- Microsoft Excel
- Risk Management
- Training
- Process Improvement
Jacob Eddy Summary
Jacob Eddy, based in Charlotte, NC, US, is currently a Director, Advisory Compliance at Private Client Services (PCS), Member FINRA, SIPC. Jacob Eddy brings experience from previous roles at LPL Financial. Jacob Eddy holds a 2001 - 2004 Salisbury University - Perdue School of Business. With a robust skill set that includes Uniform Combined State Law, Leadership, Financial Reporting, Microsoft Excel, Risk Management and more. Jacob Eddy has 1 emails and 1 mobile phone numbers on RocketReach.
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