Jacob Li Email & Phone Number
Wealth Management Associate @ Stratos Private Wealth
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Jacob Li Location
- San Diego, CA, US
Jacob Li Work
- Wealth Management Associate @ (November 2025 - Present)
- Paraplanner @ (May 2025 - October 2025)
- Associate Financial Analyst @ (June 2023 - May 2025)
- Intern @ (May 2022 - August 2022)
- Accounting Intern @ (January 2022 - May 2022)
- Intern @ (May 2021 - August 2021)
- Intern @ (April 2020 - October 2020)
- Head Basketball Coach @ Boys & Girls Clubs of America (November 2018 - June 2019)
Jacob Li Education
- Washington University in St. Louis
Bachelor of Arts - BA (Economics, Finance)
2019-2023 - Torrey Pines High School 2015-2019
Jacob Li Skills
- Communication
- English
- HubSpot
- Microsoft Excel
- Microsoft PowerPoint
- Presentations
- Python (Programming Language)
- Tableau
- Time Management
- WordPress
- Writing
- Yardi Voyager
Jacob Li Summary
- Jacob Li, based in San Diego, CA, US, is currently a Wealth Management Associate at Stratos Private Wealth. Jacob Li brings experience from previous roles at Stratos Private Wealth, Qualcomm and MRP Capital Group. Jacob Li holds a 2019 - 2023 Bachelor of Arts - BA in Economics, Finance @ Washington University in St. Louis. With a robust skill set that includes Communication, English, HubSpot, Microsoft Excel, Microsoft PowerPoint and more. Jacob Li has 1 emails on RocketReach.
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