CLIENT SERVICES SPECIALIST
Jacob joined Brown Wealth Management in 2021. In his position as Client Service Specialist, he plays a key role in maintaining our high standard of care for each client. Jacob specializes in Fidelity and Schwab clients and is responsible for processing financial transactions as a part of the operations team.
Before working for Brown Wealth Management, Jacob worked as an Investment Associate for MacLean Capital Advisors in Indian Wells.
Jacob graduated with a degree in Economics from U.C. Los Angeles in 2017. He moved to San Diego in late 2019 and is here to stay.