CoverProfile

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

View more

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

More profiles to browse

RS
Ryan Saidi
Senior Vice President & Wealth Adviser
VA
Vincent Amiot
Portfolio Manager
RL
Roger Lopez
Wealth Advisor
Profile Photo
Reza Zamani
Founding Partner & CEO

You Might Like

PG
Patricia Gee
Operations
Manhattan Family Office
RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc