Jacob Mokry Email & Phone Number
Financial Advisor and Partner @ Navigation Financial Group
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Jacob Mokry Location
- San Antonio, TX, US
Jacob Mokry Work
- 2023 -now Financial Advisor and Partner @
Jacob Mokry Education
- Texas A&M University
Accounting (Accounting and Finance)
2002-2007 - Mary Carroll High School, Corpus Christi, TX
High School Graduate
1998-2001
Jacob Mokry Skills
- Estate Planning
- Fixed Annuities
- Multi Tasking Skills
- Wealth Preservation Planning
- Retirement Planning
- Legacies
- Thought Leadership
- Investments
- Healthcare
- Finance
- 401k
- Multi Generational Planning
- Asset Protection
- Life Insurance
- Mutual Funds
- Multi Generational Wealth Transfer
- Gifting Strategies
- Licensed In Long Term Care Insurance
- Microsoft Excel
- Licensed Life Insurance Agent
- Time Management
- Financial Analysis
- Long Term Care Insurance
- Succession Planning
- Protection Planning/family Security
- Small Business
- Management
- 401k Rollovers
- Financial Reporting
- Patient Safety
- Retirement
- Annuity Sales
- Key Person Protection
- Hospitals
Jacob Mokry Summary
- Jacob Mokry, based in San Antonio, TX, US, is currently a Financial Advisor and Partner at Navigation Financial Group. Jacob Mokry holds a 2002 - 2007 Accounting in Accounting and Finance @ Texas A&M University. With a robust skill set that includes Estate Planning, Fixed Annuities, Multi Tasking Skills, Wealth Preservation Planning, Retirement Planning and more. Jacob Mokry has 1 emails and 1 mobile phone numbers on RocketReach.
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