Jacob attended the University of North Florida where he received his undergraduate business degree in 2007 and went on to earn his MBA in 2012. He later earned the CFP® designation in 2017.
Prior to joining Smith, Salley & Associates in 2023 he spent almost 9 years with Personal Capital where he most recently managed the trading department. Prior to Personal Capital he spent over 4 years in various trading roles with Fidelity investments.
In his free time, he enjoys the outdoors, woodworking and has a lifelong passion for cooking.