Family Wealth Advisor @ (February 2019 - March 2023)
Support Advisor @ (September 2018 - February 2019)
Financial Planning Associate @ (July 2017 - December 2018)
Internal Wholesaler @ (October 2016 - July 2017)
Data and Analytics Intern @ (June 2015 - August 2015)
Jacob Gardner Education
Hillsdale College
Bachelor of Arts (B.A.) (Financial Management)
2012-2016
Jacob Gardner Skills
Leadership
Football
PowerPoint
Biology
Brazil
Community
Business Services
Baseball
Elementary Education
Turf
Visio
Orion
Dog Grooming
Tenacious Work Ethic
Microsoft Office
Microsoft Word
Lake Homes
Microsoft Excel
Social Networking
Tutoring
Time Management
Players
Teamwork
Special Education
Research
Basketball
Church Events
Jacob Gardner Summary
Jacob Gardner, based in Franklin, TN, US, is currently a Co-Founder, Financial Planner at Defining Wealth. Jacob Gardner brings experience from previous roles at TDC Investment Advisory, Washington Avenue Advisors and Jackson. Jacob Gardner holds a 2012 - 2016 Bachelor of Arts (B.A.) in Financial Management @ Hillsdale College. With a robust skill set that includes Leadership, Football, PowerPoint, Biology, Brazil and more. Jacob Gardner has 2 emails and 1 mobile phone numbers on RocketReach.
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