Jacob Klein Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jacob Klein Location
- New York, NY, US
Jacob Klein Work
- Financial Advisor @ (September 2025 - Present)
- Vice President - Financial Consultant @ (June 2022 - September 2025)
- Investment Consultant @ (August 2021 - June 2022)
- Financial Consultant Academy @ (August 2019 - August 2021)
Jacob Klein Education
- Indiana University - Kelley School of Business
- Indiana University Bloomington
Bachelor's degree (Finance)
Jacob Klein Skills
- Coaching
- Fundraising
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- PowerPoint
- Public Speaking
- Social Media
- Teaching
Jacob Klein Summary
- Jacob Klein, based in New York, NY, US, is currently a Financial Advisor at Wells Fargo Advisors. Jacob Klein brings experience from previous roles at Charles Schwab. Jacob Klein holds a Indiana University - Kelley School of Business. With a robust skill set that includes Coaching, Fundraising, Leadership, Microsoft Excel, Microsoft Office and more. Jacob Klein has 2 mobile phone numbers on RocketReach.
Looking for a different Jacob Klein?
Find contact details for 700 million professionals.
Others Named Jacob Klein
Jacob Klein
Founding Advisor, Mentor
Oakland, CA, US
Jacob Klein
A.I Safeguards, Head of Threat Intel
New York, NY, US
Jacob Klein
President
Florham Park, NJ, US
Jacob Klein
Computer Aided Design Specialist
Chicago, IL, US
Jacob Klein
Operations Manager
Lafayette, LA, US
Jacob Klein
Director Of Information Technology
Bloomfield Hills, MI, US
Jacob Klein
Chief Executive Officer
New York, NY, US
Jacob Klein
Founder
Baton Rouge, LA, US
Top Wells Fargo Advisors Employees
Neil Canell
Managing Director - Investments
New York, NY, US
Jay Canell
Managing Director
New York, NY, US
John McCauley
Managing Director - Investments
Houston, TX, US
Eric Smith
Managing Director
Naples, FL, US
Zach Smith
Chief Administrative Officer
St. Louis, MO, US
Philip Lombardo
Managing Director
St. Louis, MO, US
John Tyers
President, Wells Fargo Advisors Financial Network
Charlotte, NC, US
Andrew Bitterlin
Managing Director- Investments
San Diego, CA, US
Michael Brodnik
Managing Director-Investments
Washington, DC, US
Mark Longman
Managing Director, Senior Compliance Manager
St. Louis, MO, US
William Bridell
Managing Director - Investments
Birmingham, AL, US
Gina Phillips
President
Spruce Pine, NC, US
William Arnold
Managing Director - Investments
St. Louis, MO, US
Craig Johnson
Managing Director - Investment Officer
Des Moines, IA, US
James Watts
Managing Director - Investments at Madera Ridge Financial Group of Wells Fargo Advisors
California, United States
Jerry Lakin
Vice President, Analytics Manager
St. Louis, MO, US
Gregg Lippert
Managing Director- Investments
St. Louis, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co