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Jacob was taught early on the importance of participation in the financial markets and proper risk management by his father, who also worked in financial services. After graduating from Florida State University with a degree in Business Administration, he continued to follow his passion for the financial markets by passing the SIE examination and starting his career as a Client Services Associate with an RIA in the Orlando area.  

Jacob joined Connor’s Wealth Management in March 2023 as an Investment Research Associate. As Investment Research Associate, Jacob oversees model portfolio construction, monitors existing positions, executes trades, and conducts research and analysis on new and existing investment strategies. In addition, Jacob also supports the firm’s Financial Planning department by building plans, modeling scenarios and stress-testing retirement goals. 

Jacob was born and raised in Orlando, Florida and currently resides in Christmas. He enjoys spending quality time with loved ones, outdoor activities, and rooting for the Orlando Magic. 

Getting to Know Jacob: 

Favorite food: Rock Shrimp 

Favorite holiday: Christmas 

Favorite movie: Goodfellas 

Favorite quote: “Rather the pain of discipline than the pain of regret.” 

What motivates Jacob: Personal Growth & Being a Provider 

Place would most like to visit: The Great Pyramids 

Favorite book: Brave New World