Senior Wealth Associate, Wealth Advisory Team

Background

Jacob has a deep understanding of the emotional and technical aspects of wealth through his passion for finance and helping clients reach their goals. Jacob began his career at an online brokerage firm and later worked as a Financial Advisor with Edward Jones. At BakerAvenue, Jacob plays an integral part in supporting the clients and advisors of the San Francisco Wealth Advisory Team.

Jacob earned his B.A. in International Affairs from the Elliott School of International Affairs at The George Washington University.

Impact

Growing up, Jacob’s role models included Jane Goodall and Steve Irwin. At the onset of COVID, he worked as an animal care volunteer at the Oakland Zoo where he looked after sun bears, emus, wallabies, and gibbons.

Fun Fact

While Jacob considers himself an urbanite, he appreciates nature and spends long weekends visiting national parks. Jacob earned his hunting and fishing license a decade before learning how to drive.

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