Jacob Schaffer Email

Financial Consultant @ Fidelity Investments

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Jacob Schaffer Location

United States

Jacob Schaffer Work

2024 -now Financial Consultant @
2024 -2024 Planning Consultant @
2023 -2024 Relationship Manager @
2022 -2023 Investment Advisor @
2020 -2023 Financial Advisor @
2018 -2020 Assistant Financial Professional @
2014 -2014 Medical File Manager @

Jacob Schaffer Education

University of Wisconsin-Madison
Bachelor of Science - BS (Personal Finance - Financial Planning)
2016-2020
IES Abroad Barcelona - Liberal Arts & Business Program
(International Business and Marketing)
2019-2019
Pine Crest School 2012-2016

Jacob Schaffer Summary

Jacob Schaffer, based in United States, is currently a Financial Consultant at Fidelity Investments. Jacob Schaffer brings experience from previous roles at Fidelity Investments, Coastal Wealth, a MassMutual firm and MassMutual. Jacob Schaffer holds a 2016 - 2020 Bachelor of Science - BS in Personal Finance - Financial Planning @ University of Wisconsin-Madison. Jacob Schaffer has 1 emails on RocketReach.

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