Position:
Paraplanner at CE Wealth Group
Location:
Franklin, North Carolina, United States
Found email addresses for Jacob Chase:
Found phone for Jacob Chase:
Jun 2026 - Current
Jan 2024 - Current
May 2025 - Jan 2026
Jan 2025 - May 2025
Aug 2024 - Aug 2024
Dec 2019 - Jan 2024
Jacob is proficient in English, Mandarin, and Spanish. Their professional focus is Accounting, Algebra, and Annuity Strategies across 3 core areas.
Jacob holds Life Insurance License, Microsoft Office Specialist: Excel Associate (Microsoft 365 Apps), and Securities Industry Essentials (SIE) certifications and has been awarded NSLS Honor membership and Dean’s List
Bachelor of Business Administration - BBA at Liberty University
High School Diploma at Mount Pleasant High School
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