Jacob Sheaf Email
Senior Wealth Advisor @ LRC Aviation Advisors
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Jacob Sheaf Location
- Milwaukee, WI, US
Jacob Sheaf Work
- Senior Wealth Advisor @ (January 2026 - Present)
- Associate @ (January 2024 - January 2025)
- Associate Financial Planner @ (January 2022 - January 2024)
- Wholesaler @ (January 2018 - January 2022)
- Internal Analyst @ (September 2017 - January 2018)
Jacob Sheaf Education
- Dallas College
Advanced Technical Certificate in Professional Accountancy
2023-2023 - Capital University
Bachelor of Arts (B.A.) (Finance & Economics)
Jacob Sheaf Skills
- Billiards
- Customer Service
- Equity Indexed Annuities
- Estate Planning
- Financial Planning
- High Net Worth Individuals
- Leadership
- Microsoft Excel
- Networking
- Retirement Planning
- Tax Planning
- Trust Services
- Variable Annuities
- Wealth Management
Jacob Sheaf Summary
- Jacob Sheaf, based in Milwaukee, WI, US, is currently a Senior Wealth Advisor at LRC Aviation Advisors. Jacob Sheaf brings experience from previous roles at Landaas & Company, LLC, Cain Watters & Associates and Nationwide Financial. Jacob Sheaf holds a 2023 - 2023 Advanced Technical Certificate in Professional Accountancy @ Dallas College. With a robust skill set that includes Billiards, Customer Service, Equity Indexed Annuities, Estate Planning, Financial Planning and more. Jacob Sheaf has 1 emails on RocketReach.
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