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Jacob Warren Location
Kansas City, MO, US
Jacob Warren Work
Agency Owner @ (May 2025 - Present)
Managing Partner @ (June 2019 - Present)
Associate Advisor @ Osaic (October 2023 - September 2024)
Financial Analyst @ (August 2018 - June 2019)
President and Financial Advisor @ (June 2001 - December 2018)
Sales Distributor @ (November 2012 - August 2018)
Financial Planner @ Osaic (October 2023 - September 2024)
Associate Advisor @ (September 2024 - February 2025)
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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