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Jacob Rinvelt Location
Grand Rapids, MI, US
Jacob Rinvelt Work
Senior Financial Professional | CFP® @ (January 2022 - Present)
Financial Representative, CFP® Professional @ (August 2019 - December 2021)
Financial Advisor @ (April 2019 - August 2019)
Associate Financial Adviser and Business Analyst @ (January 2017 - August 2019)
Para-planner, Advisor Assistant and Analyst @ (June 2015 - August 2019)
Managed Products and Solutions Intern @ Brinker Capital (May 2015 - May 2015)
Financial Planning Intern @ (May 2014 - July 2014)
Camp Counselor @ Antiochian Village Summer Camp (May 2013 - August 2013)
Jacob Rinvelt Education
Grand Valley State University
Bachelor of Business Administration (BBA) (Majoring in Finance and International Business and a Minor in Arabic)
2012-2015
Jacob Rinvelt Skills
Series 66
Series 7
Life, Accident & Health Insurance
Accident And Health Insurance
401K Retirement Savings Plans
Life
Financial Planning
401 Retirement Savings Plans
Jacob Rinvelt Summary
Jacob Rinvelt, based in Grand Rapids, MI, US, is currently a Senior Financial Professional | CFP® at Rinvelt & David,LLC. Jacob Rinvelt brings experience from previous roles at Rinvelt & David,LLC. Jacob Rinvelt holds a 2012 - 2015 Bachelor of Business Administration (BBA) in Majoring in Finance and International Business and a Minor in Arabic @ Grand Valley State University. With a robust skill set that includes Series 66, Series 7, Life, Accident & Health Insurance, Accident And Health Insurance, 401K Retirement Savings Plans and more. Jacob Rinvelt has 1 emails and 1 mobile phone numbers on RocketReach.
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