Jacob Warren Email & Phone Number
Agency Owner @ American Family Insurance
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Jacob Warren Location
- Kansas City, MO, US
Jacob Warren Work
- 2025 -now Agency Owner @
- 2019 -now Managing Partner @
- 2023 -2024 Associate Advisor @ Osaic
- 2018 -2019 Financial Analyst @
- 2001 -2018 President and Financial Advisor @
- 2012 -2018 Sales Distributor @
- 2023 -2024 Financial Planner @ Osaic
- 2024 -2025 Associate Advisor @
Jacob Warren Education
- University of Missouri-Kansas City
Master of Business Administration (MBA) (Business / Entrepreneurial Studies)
2013-2014 - Missouri State University
Bachelor of Science (BS) (Finance / Risk Management)
Jacob Warren Skills
- Wealth Management
- Finance
- Financial Goals
- Financial Analysis
- Financial Modeling
- Investments
- Fixed Annuities
- Accounting
- Marketing
- Strategic Financial Planning
- Microsoft Excel
- PowerPoint
- Business Planning
- Technical Analysis
- Series 6
- Series 7
- Series 63
- Series 65
- Life & Health Insurance Licenses
- Asset Allocation
- Securities
- Financial Planning
- Leadership
- Client Relations
- Financial And Operational Modeling
- Business Operations
- Direct Sales
- Budgeting
- Risk Assessment
- Risk Management
- Customer Service
- Technical Proficiency
- Interpersonal Skills
- Financial Reporting
- Financial Management
- Sales Presentations
- Life And Health Insurance Licenses
Jacob Warren Summary
- Jacob Warren, based in Kansas City, MO, US, is currently a Agency Owner at American Family Insurance. Jacob Warren brings experience from previous roles at QRE Group, Osaic, KeyBank and Warren Wealth Management Inc. Jacob Warren holds a 2013 - 2014 Master of Business Administration (MBA) in Business / Entrepreneurial Studies @ University of Missouri-Kansas City. With a robust skill set that includes Wealth Management, Finance, Financial Goals, Financial Analysis, Financial Modeling and more. Jacob Warren has 1 emails and 1 mobile phone numbers on RocketReach.
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