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

Andrew Jacobson
Senior Vice President & Wealth Adviser
SteelPeak Wealth
United States, California, Los Angeles
About Me
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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