Hi there!
My name is Jacob, and I am a paraplanner here at Stratos Private Wealth. I am a San Diego native and went to college at Washington University in St. Louis receiving a Bachelor's in Economics & Finance. Prior to joining Stratos, I worked at Qualcomm on the Finance team. I look forward to helping clients achieve their goals by providing meaningful insights and identifying suitable investment strategies.
In my free time, I love to surf, skate and snowboard. I grew up playing basketball, and I enjoy playing pick-up in the Pacific Beach area. I am an avid NBA fan (Go Lakers!), and I look forward to watching the NCAA tournament every year in March. Last but not least, I always make sure to find time to play fetch with my dog, Teddy.
