Scott Jacobs Email & Phone Number
Private Client Advisor, Vice President - Investments @ J.P. Morgan
Scott Jacobs Location
Irvine, CA, US
Scott Jacobs Work
- 2025 - now Private Client Advisor, Vice President - Investments @ J.P. Morgan
- 2019 - 2024 Private Client Banker @ JPMorgan Chase & Co.
- 2017 - 2019 Financial Advisor @ Merrill Lynch
- 2011 - 2016 Internal Marketing Manager @ PCN
- 2004 - 2011 Key Accounts Manager @ National Life Group
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
Scott Jacobs Summary
Scott Jacobs, based in Irvine, CA, US, is currently a Private Client Advisor, Vice President - Investments at J.P. Morgan. Scott Jacobs brings experience from previous roles at JPMorgan Chase & Co., 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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