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Andrew Jacobson

Senior Vice President & Wealth Adviser

SteelPeak Wealth

United States, California, Los Angeles

About Me

Before joining SteelPeak Wealth, Andrew was a Senior Vice President and Senior Portfolio Manager at Wells Fargo Advisors. He has been serving clients as a Financial Advisor since 1998. Andrew earned his BA from Ithaca College and his Master’s Degree in Marriage, Family and Child Counseling from Phillips Graduate Institute. Andrew’s years of experience in market research, portfolio management and risk analysis have helped him develop and nurture his long-standing, trust-based client relationships. Andrew’s recent decision to move into a fiduciary role as an independent advisor was born from the commitment to focusing even more on the needs and goals of his clients, their families and their

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Profile Information

Senior Vice President & Wealth Adviser

SteelPeak Wealth

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Mar 4, 2025

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