Jacob Chase

Jacob Chase: Email & Phone Number

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Paraplanner at CE Wealth Group|Franklin, North Carolina, United States

Position:

Paraplanner at CE Wealth Group

Location:

Franklin, North Carolina, United States

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Last updated: 2026-07-05
Updated: 2026-07-05

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Work Experience 7 years

Paraplanner at CE Wealth Group

Jun 2026 - Current

Administrative Assistant at MPC INTERPRETATION, INC.

Jan 2024 - Current

Financial Planning Intern at The Sooner Private Financial Council

May 2025 - Jan 2026

Corporate Finance / Principles of Finance Tutor at Liberty University

Jan 2025 - May 2025

Financial Planning Extern at Covenant Wealth Management

Aug 2024 - Aug 2024

Crew Trainer at Chick-fil-A Restaurants

Dec 2019 - Jan 2024

Jacob Chase started working in 2019, then the employee has changed 5 companies and 5 jobs. On average, Jacob Chase works for one company for 1 year 4 months.

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

Education

Bachelor of Business Administration - BBA at Liberty University

High School Diploma at Mount Pleasant High School

Skills

Accounting, Annuity Strategies, Algebra

Jacob Chase Namesakes

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Jacob Chase
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Jacob Chase
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