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Client and Corporate Services

Biography

Jacob is a Senior Associate in the Fort Worth office. He works closely with the Chief Compliance Officer to manage the firm’s regulatory compliance.

Prior to joining Cerity Partners, Jacob was a Senior Associate at IQ-EQ Fund Services LLC.

In his spare time, Jacob enjoys going on adventures with his dogs Milky Way & Annie.

Education

  • B.S. in Political Science from Texas A&M University

Highlights

  • Terry Scholar
  • Outstanding Achievement in Securities Analysis & Portfolio Management by Morgan Stanley

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.