Jacob Squires Email & Phone Number
Financial Planning Associate @ Aspen Wealth Management
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Jacob Squires Location
- Texas, United States
Jacob Squires Work
- Financial Planning Associate @ (March 2025 - Present)
- Sales Consultant @ (January 2016 - March 2025)
- Intern @ (June 2024 - August 2024)
- Sales Consultant @ (November 2014 - December 2015)
- Popcorn Manager @ Squires Farms (August 1999 - November 2014)
- Student @ (August 2010 - May 2014)
- Student Worker @ James C. Kirkpatrick Library (August 2010 - May 2014)
- Operator and Laborer @ Richter Excavating (February 2011 - February 2014)
Jacob Squires Education
- Amplified Planning
The Externship (Financial Planning Services)
2024-2024 - University of Central Missouri
Bachelor's Degree (Marketing)
2010-2014
Jacob Squires Skills
- Asset Allocation
- Behavioral Finance
- Cash Flow Planning
- Customer Relationship Management (CRM)
- Estate Planning
- Financial Planning
- Forecasting
- Insurance
- Investment Management
- Investment Strategies
- Microsoft Excel
- Portfolio Management
- Retirement Planning
- Risk Management
- Statistical Data Analysis
- Tax Planning Strategies
- Wealth Management Services
Jacob Squires Summary
- Jacob Squires, based in Texas, United States, is currently a Financial Planning Associate at Aspen Wealth Management. Jacob Squires brings experience from previous roles at North Texas Marine, Amplified Planning, MarineMax Dallas and Squires Farms. Jacob Squires holds a 2024 - 2024 The Externship in Financial Planning Services @ Amplified Planning. With a robust skill set that includes Asset Allocation, Behavioral Finance, Cash Flow Planning, Customer Relationship Management (CRM), Estate Planning and more. Jacob Squires has 4 emails and 3 mobile phone numbers on RocketReach.
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