Luke Jacobson Email & Phone Number
Founder, Wealth Management Advisor @ Zealand Wealth Management
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Luke Jacobson Location
- San Diego, CA, US
Luke Jacobson Work
- 2021 -now Founder, Wealth Management Advisor @
- 2020 -2021 Lead Wealth Manager, Portfolio Manager @
- 2017 -2019 Portfolio Manager @ JAC
- 2012 -2017 Principal, SVP, Portfolio Manager @
- 2011 -2012 VP, Portfolio Manager and Analyst @
- 2004 -2011 Investment Analyst @
- 2002 -2004 Marketing Analyst @
- 2001 -2002 Product Management @
Luke Jacobson Education
- Wharton Online
Economics of Blockchain and Digital Assets Online Certificate Program
2022-2022 - University of Missouri-Columbia
BS (Finance)
1996-2000
Luke Jacobson Skills
- Equities
- Financial Modeling
- Financial Services
- Capital Markets
- Asset Allocation
- Equity Valuation
- Mutual Funds
- Financial Analysis
- Alternative Investments
- Bloomberg
- Hedge Funds
- Portfolio Management
- Investments
- Valuation
- Sales
- Investment Management
- Leadership
Luke Jacobson Summary
- Luke Jacobson, based in San Diego, CA, US, is currently a Founder, Wealth Management Advisor at Zealand Wealth Management. Luke Jacobson brings experience from previous roles at Presidio Capital Management, JAC and Wall Street Associates, LLC. Luke Jacobson holds a 2022 - 2022 Economics of Blockchain and Digital Assets Online Certificate Program @ Wharton Online. With a robust skill set that includes Equities, Financial Modeling, Financial Services, Capital Markets, Asset Allocation and more. Luke Jacobson has 1 emails and 2 mobile phone numbers on RocketReach.
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Luke Jacobson
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San Diego, CA, US
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