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Jacob Gee Location
Camarillo, CA, US
Jacob Gee Work
Sr. Wealth Advisor @ (January 2026 - Present)
Wealth Advisor @ (September 2023 - January 2026)
Associate Wealth Advisor @ (August 2022 - September 2023)
Financial Planner @ (March 2022 - August 2022)
Client Service Specialist @ (March 2019 - March 2022)
Client Administrator @ (January 2019 - March 2019)
Trade Operations Specialist @ (November 2017 - January 2019)
Student Intern @ (January 2017 - May 2017)
Library Circulation Assistant @ (October 2013 - May 2017)
Sales Associate @ World of Shoes (October 2012 - August 2013)
Jacob Gee Education
Westmont College
Bachelor of Arts (B.A.) (Economics & Business, Psychology)
2013-2017
Diablo Valley College
N/A (Economics)
2014-2015
Jacob Gee Summary
Jacob Gee, based in Camarillo, CA, US, is currently a Sr. Wealth Advisor at Mercer Advisors. Jacob Gee brings experience from previous roles at Mercer Advisors. Jacob Gee holds a 2013 - 2017 Bachelor of Arts (B.A.) in Economics & Business, Psychology @ Westmont College. Jacob Gee has 3 emails on RocketReach.
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