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Andrew Jacobson Email & Phone Number

Senior Vice President-Senior Portfolio Manager-Wealth Advisor at SteelPeak Wealth
Location: Los Angeles, California, United States 8 work roles 2 schools
1 work email found @spwm.com 1 phone found area 661 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email a****@spwm.com
Direct phone (661) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SteelPeak Wealth
Role
Senior Vice President-Senior Portfolio Manager-Wealth Advisor
Location
Los Angeles, California, United States
Company size
76 employees

Who is Andrew Jacobson? Overview

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Quick answer

Andrew Jacobson is listed as Senior Vice President-Senior Portfolio Manager-Wealth Advisor at SteelPeak Wealth, a company with 76 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at spwm.com, phone signal with area code 661, and a matched LinkedIn profile for Andrew Jacobson.

Andrew Jacobson previously worked as Senior Vice President-Senior Portfolio Manager-Wealth Advisor at Steelpeak Wealth Management, Llc and Senior Vice President - Portfolio Manager-The Hoelzel Jacobson Hare Group at Wells Fargo Advisors - Private Client Group. Andrew Jacobson holds Masters, Psychology from Phillips Graduate Institute.

Company email context

Email format at SteelPeak Wealth

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{first}.{last}@spwm.com
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AeroLeads found 1 current-domain work email signal for Andrew Jacobson. Compare company email patterns before reaching out.

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Profile bio

About Andrew Jacobson

Andrew Jacobson is a Senior Vice President-Senior Portfolio Manager-Wealth Advisor at SteelPeak Wealth. He possess expertise in investments, finance, risk management, management, business development and 17 more skills.

Listed skills include Investments, Finance, Risk Management, Management, and 18 others.

Current workplace

Andrew Jacobson's current company

Company context helps verify the profile and gives searchers a useful next step.

SteelPeak Wealth
Steelpeak Wealth
Senior Vice President-Senior Portfolio Manager-Wealth Advisor
Los Angeles, CA, US
Website
spwm.com
Employees
76
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Company profile
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8 roles · 40 years

Andrew Jacobson work experience

A career timeline built from the work history available for this profile.

Senior Vice President-Senior Portfolio Manager-Wealth Advisor

Steelpeak Wealth

Los Angeles, CA, US

Senior Vice President-Senior Portfolio Manager-Wealth Advisor

Current
Steelpeak Wealth Management, Llc

Woodland Hills, CA

Sep 2017 - Present

Senior Vice President - Portfolio Manager-The Hoelzel Jacobson Hare Group

Wells Fargo Advisors - Private Client Group

Woodland Hills, CA.

Nov 2013 - Sep 2017

Vice President/Portfolio Manager/Financial Advisor-The Hoelzel Jacobson Hare Group

Morgan Stanley Wealth Management
Jan 2008 - Nov 2013

Associate Vice President-Investments

Morgan Stanley
Jun 1998 - Jan 2005

Manager-Creative Development- Comedy, And Drama

New World Television/Tri-Star Television
1989 - 1993 ~4 yrs

Agent Trainee

William Morris Agency
1986 - 1989 ~3 yrs
Team & coworkers

Colleagues at SteelPeak Wealth

Other employees you can reach at spwm.com. View company contacts for 76 employees →

BF Brendan Finneran Brendan Finneran Colleague at Steelpeak Wealth Santa Barbara County, California, United States, United States View → RP Rina Pineda, Cpa, Mst Rina Pineda, Cpa, Mst Colleague at Steelpeak Wealth Las Vegas Metropolitan Area, United States View → CE Cecilia Escobar Cecilia Escobar Colleague at Steelpeak Wealth Los Angeles Metropolitan Area, United States View → BY Billy Yeh Billy Yeh Colleague at Steelpeak Wealth Los Angeles, California, United States, United States View → ME Maz Esmailbeigi, Aif®, Cfs®, Cas® Maz Esmailbeigi, Aif®, Cfs®, Cas® Colleague at Steelpeak Wealth Los Angeles County, California, United States, United States View → KZ Kim Zajic Kim Zajic Colleague at Steelpeak Wealth Los Angeles County, California, United States, United States View → RL Roger Lopez Roger Lopez Colleague at Steelpeak Wealth Los Angeles, California, United States, United States View → LK Lance Kinkead Lance Kinkead Colleague at Steelpeak Wealth Culver City, California, United States, United States View → JB Jim Bray, Cfp® Jim Bray, Cfp® Colleague at Steelpeak Wealth Newport Beach, California, United States, United States View → VA Vincent Amiot Vincent Amiot Colleague at Steelpeak Wealth Los Angeles, California, United States, United States View →
2 education records

Andrew Jacobson education

Masters, Psychology

Phillips Graduate Institute

Ba, Communications

Ithaca College

Activities and Societies: Ithaca College Mens Lacrosse Ithaca College Mens Rugby Ithaca College Student Government- Off Campus.

FAQ

Frequently asked questions about Andrew Jacobson

Quick answers generated from the profile data available on this page.

What company does Andrew Jacobson work for?

Andrew Jacobson works for SteelPeak Wealth.

What is Andrew Jacobson's role at SteelPeak Wealth?

Andrew Jacobson is listed as Senior Vice President-Senior Portfolio Manager-Wealth Advisor at SteelPeak Wealth.

What is Andrew Jacobson's email address?

AeroLeads has found 1 work email signal at @spwm.com for Andrew Jacobson at SteelPeak Wealth.

What is Andrew Jacobson's phone number?

AeroLeads has found 1 phone signal(s) with area code 661 for Andrew Jacobson at SteelPeak Wealth.

Where is Andrew Jacobson based?

Andrew Jacobson is based in Los Angeles, California, United States while working with SteelPeak Wealth.

What companies has Andrew Jacobson worked for?

Andrew Jacobson has worked for Steelpeak Wealth, Steelpeak Wealth Management, Llc, Wells Fargo Advisors - Private Client Group, Morgan Stanley Wealth Management, and Ubs Wealth Management.

Who are Andrew Jacobson's colleagues at SteelPeak Wealth?

Andrew Jacobson's colleagues at SteelPeak Wealth include Brendan Finneran, Rina Pineda, Cpa, Mst, Cecilia Escobar, Billy Yeh, and Maz Esmailbeigi, Aif®, Cfs®, Cas®.

How can I contact Andrew Jacobson?

You can use AeroLeads to view verified contact signals for Andrew Jacobson at SteelPeak Wealth, including work email, phone, and LinkedIn data when available.

What schools did Andrew Jacobson attend?

Andrew Jacobson holds Masters, Psychology from Phillips Graduate Institute.

What skills is Andrew Jacobson known for?

Andrew Jacobson is listed with skills including Investments, Finance, Risk Management, Management, Business Development, Sales, Entrepreneurship, and Retirement Planning.

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