Jacob Grier

VP - Financial Consultant

+1 631-360-6425

Financial credentials

  • Series 7, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

3 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2024-present
  • Investment Consultant, Charles Schwab, 2023-2024
  • High Net Worth Client Representative, Senior Associate, Vanguard, 2022-2023
  • Associate Banker, JPMorgan Chase & Co, 2021-2022

Education

  • Bachelor of Business Administration, Zarb School of Business, Hofstra University

Personal interests and affiliations

    Standard mailing address:

    Charles Schwab & Co, Inc
    Omaha Operation Center
    P.O. Box 2339
    Omaha, NE 68103

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