Position:
Wealth Management - Client Account Administrator at WestPac Wealth Partners
Location:
San Diego, California, United States
Found email addresses for Jacob Pearson:
Found phones for Jacob Pearson:
Apr 2025 - Current
May 2024 - Current
Jun 2026 - Aug 2026
Jan 2024 - Mar 2025
May 2023 - Aug 2023
Their professional focus is Asset Management, Calendar Planning, and Certified Investment Management Analyst across 3 core areas.
Jacob holds Securities Industry Essentials (SIE) Exam, Series 66 - Uniform Combined State Law, and Series 7 - General Securities Representative certifications.
Bachelor of Science in Business Administration at San Diego State University
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