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Jacob Li

Associate Wealth Advisor, SPW- San Diego
Jacob Li
Jacob Li
Jacob and Brother
Jacob Li

I’m Jacob Li, Associate Wealth Advisor at Stratos Private Wealth, San Diego.

I believe thoughtful planning and clear communication are the foundation of every successful relationship. I help clients make informed financial decisions by providing thoughtful guidance, meaningful insights, and personalized wealth management strategies that align with their life goals.

Experience

As a San Diego native, I’m proud to serve the community I’ve always called home. I earned my Bachelor’s degree in Economics & Finance from Washington University in St. Louis (WashU) before beginning my career in corporate finance at Qualcomm.

My experience in finance, combined with my passion for investing and problem-solving, led me to pursue a career in wealth management. At Stratos Private Wealth, I enjoy helping clients navigate important financial decisions while developing strategies designed to support their long-term goals.

 

Personal Interests

When I'm away from the office, you'll usually find me enjoying the outdoors. I love surfing, skateboarding, and snowboarding whenever I get the chance. I also grew up playing basketball and still enjoy playing pickup games around Pacific Beach.

I'm a lifelong NBA fan (Go Lakers!) and never miss the excitement of March Madness each year. No matter how busy life gets, I always make time to play fetch with my dog, Teddy.



Specialties

  • Financial Planning Support

  • Portfolio Modeling Support

  • Financial Research

  • Client Relationship Management

  • Wealth Management Coordination

  • Lead Advisor Support

Education

  • Washington University St. Louis, Bachelor of Science in Economics and Finance

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