Eric’s background is centered in retail investments and banking, with a deep focus towards comprehensive planning, through diverse asset management strategies. His experience led him to GWS&A after beginning his career in financial services at JP Morgan Chase and Edward Jones and following a desire to serve clients in a fiduciary capacity. During his time at JP Morgan Chase, he worked on large, complex retirement plans, and is highly competent in the Defined Contribution and Defined Benefit space. Charged with directing GWS&A’s investment operations & strategies, Eric believes in taking a big picture approach to the financial planning process, using holistic methodologies aime


Eric Jacobs
Chief Investment Officer | Portfolio Manager
Global Wealth Strategies & Associates
United States, Colorado, Denver
About Me
Profile Information
Chief Investment Officer | Portfolio Manager
Global Wealth Strategies & Associates
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Denver
Colorado
United States
Sep 1, 2025
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