Jacob Schaffer Email
Financial Consultant @ Fidelity Investments
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Jacob Schaffer Location
- United States
Jacob Schaffer Work
- Financial Consultant @ (October 2024 - Present)
- Planning Consultant @ (February 2024 - October 2024)
- Relationship Manager @ (February 2023 - February 2024)
- Investment Advisor @ (April 2022 - February 2023)
- Financial Advisor @ (July 2020 - February 2023)
- Assistant Financial Professional @ (May 2018 - July 2020)
- Medical File Manager @ (May 2014 - August 2014)
Jacob Schaffer Education
- University of Wisconsin-Madison
Bachelor of Science - BS (Personal Finance - Financial Planning)
2016-2020 - IES Abroad
(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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