CoverProfile

Eric Jacobs

Chief Investment Officer | Portfolio Manager

Global Wealth Strategies & Associates

United States, Colorado, Denver

About Me

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

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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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