Junior Financial Analyst
Jacob is a Junior Financial Analyst at AJ Wealth, where he helps serve our client’s needs in all aspects of the financial planning process. Prior to joining the firm, Jacob worked as a Reporting Analyst for The Winged Keel Group, servicing private placement life insurance policies. Jacob graduated from the University of Maryland with degrees in Economics and Public Policy. He is also attending the University of Maryland’s Smith School of Business and will be obtaining his Masters of Business Administration in June.