Scott Jacobs Email & Phone Number
Private Client Advisor, Vice President of Investments @ J.P. Morgan
5 free lookup(s).
Scott Jacobs Location
- Irvine, CA, US
Scott Jacobs Work
- 2025 - now Private Client Advisor, Vice President of Investments @
- 2019 - 2024 Private Client Banker @
- 2017 - 2019 Financial Advisor @
- 2011 - 2016 Internal Marketing Manager @
- 2004 - 2011 Key Accounts Manager @
Scott Jacobs Education
- Texas State University
Bachelor's Degree
1992 - 1995
Scott Jacobs Skills
- Writing
- Social Media
- Client Relationship Building
- Family Financial Advisor
- Fixed Annuities
- Insurance
- Retirement Planning
- Account Management
- Investment Personality Assessment
- Sales
- Financial Planning
- IRAs
- Sales Operations
- Investments
- Client Account Management
- Sales Management
- Life Insurance
- Mutual Funds
- Microsoft Office
- Financial Advisor
- Microsoft Word
- Sales and Marketing
- Marketing
- New Business Development
- Microsoft Excel
- Microsoft Outlook
- Customer Service
- Customized Retirement Planning
- Email Marketing
- Management
- High Net Worth Wealth Planning
- Public Relations
- Customized Wealth Planning
- Retirement
- Goal Based Wealth Management
- Recruiting
- Income Strategy During Retirement Years
- Retirement and College Planning
- Distance Runner and Marathon Finisher
Scott Jacobs Summary
- Scott Jacobs, based in Irvine, CA, US, is currently a Private Client Advisor, Vice President of Investments at J.P. Morgan. Scott Jacobs brings experience from previous roles at J.P. Morgan, Merrill Lynch Wealth Management, Producers Choice Network and National Life Group. Scott Jacobs holds a 1992 - 1995 Bachelor's Degree @ Texas State University. With a robust skill set that includes Writing, Social Media, Client Relationship Building, Family Financial Advisor, Fixed Annuities and more. Scott Jacobs has 2 emails and 2 mobile phone numbers on RocketReach.
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