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Jacob Zatz's
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Current Position:

Financial Planner at The Mather Group, LLC

Experience:

6 years

Location:

Greater Chicago Area, United States

How to contact Jacob Zatz

Last updated:2025-08-16
emailz********b@themathergroup.com
phone+1-***-***-9557
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Analytics

According to LinkedIn Jacob Zatz started working on 2019, then the employee has changed 2 companies and 4 jobs. On average, Jacob Zatz works for one company for 11 months. Jacob Zatz has been working as a Financial Planner for The Mather Group, LLC for 700 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Financial Planner at The Mather Group, LLC

Nov 2023 - Current

Senior Client Associate at The Mather Group, LLC

Jun 2023 - Nov 2023

Client Associate at The Mather Group, LLC

Jun 2021 - Jun 2023

Private Wealth Management Intern at The Mather Group, LLC

Jul 2020 - Aug 2020

Sales Intern at genesisONE

Jun 2019 - Aug 2019

Education

Bachelor of Science - BS at University of Illinois at Urbana-Champaign

Current Company Information The Mather Group, LLC

Name: The Mather Group, LLC

Speciality: Retirement Planning, Investment Management, Tax Planning, Estate Planning, Financial Planning, Wealth Management, Family Office

Location: Chicago, Illinois, United States

Employees: 100-200

HQ Phone: 888-537-1080

Description: The Mather Group is a fiduciary-only firm serving affluent and ultra-affluent families and individuals....

Frequently Asked Questions

How long has Jacob Zatz been working as a Financial Planner?

Jacob Zatz's total experience in various companies as a Financial Planner 1 year 11 months.

What is Jacob Zatz's minimum period of employment in the companies?

Jacob Zatz's minimum period of employment in various companies is 1 month.

What is Jacob Zatz's average duration of employment for different companies?

On average, Jacob Zatz works for one company for 8 months

What industries has Jacob Zatz worked in?

Jacob Zatz works in the Financial Services. Previously, Jacob Zatz worked in the Business Supplies and Equipment.

What positions has Jacob Zatz held before?

Previously, Jacob Zatz worked as a Senior Client Associate, and Client Associate, and Private Wealth Management Intern, and Sales Intern.

How do I contact Jacob Zatz?

Jacob Zatz's email address is z********b@themathergroup.com, phone number is +1-***-***-9557. Sign up to get contact details.

Who is the President/CEO/Director of the The Mather Group, LLC?

The President/CEO/Director of the The Mather Group, LLC is Rachel Stokes Hung

Who are Jacob Zatz's peers at other companies?

Jacob Zatz's peers at other companies are Tanner Watson and Michelle Merrithew and Michael Fleming
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