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Christopher Jacobi Email & Phone Number

Financial Planner at Pruco Securities, LLC at Prudential Financial
Location: Huntington, New York, United States 5 work roles 2 schools
1 work email found @citigroup.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@citigroup.com
LinkedIn Profile matched
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Current company
Prudential Financial
Role
Financial Planner at Pruco Securities, LLC
Location
Huntington, New York, United States

Who is Christopher Jacobi? Overview

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Quick answer

Christopher Jacobi is listed as Financial Planner at Pruco Securities, LLC at Prudential Financial, based in Huntington, New York, United States. AeroLeads shows a work email signal at citigroup.com and a matched LinkedIn profile for Christopher Jacobi.

Christopher Jacobi previously worked as Private Client Manager at Td and Citigold Relationship Manager at Citibank. Christopher Jacobi holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Adelphi University.

Company email context

Email format at Prudential Financial

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{first}.{last}@citigroup.com
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Profile bio

About Christopher Jacobi

Life is constantly in motion. Because of the constant movement, financial decisions can sometimes be overwhelming and worse, placed on the back burner. To help accomplish your financial goals, you need not only a clear vision of what you want to achieve but also the proper toolkit and an experienced guide. I can be of value in this regard.As a Financial Planner with Prudential, I specialize in comprehensive financial planning services for a fee.Throughout the consultative financial planning process, I work with my clients and their advisors, as applicable, to formulate a detailed and robust financial plan that is tailored to their needs.The process I follow utilizes an integrated approach, helping my clients become more aware of their personal finances, future needs and how one financial decision impacts another. I work closely with my clients to help them understand the results of their written plan which includes non-product specific strategies to help them achieve their goals. The plan can then be implemented with me, other professionals, or a combination of both.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow Statements

Listed skills include Management, Banking, Marketing, Stocks, and 3 others.

Current workplace

Christopher Jacobi's current company

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Prudential Financial
Prudential Financial
Financial Planner at Pruco Securities, LLC
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5 roles

Christopher Jacobi work experience

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

Financial Planner At Pruco Securities, Llc

Current
Prudential Financial

Newark, New Jersey, US

  • Assists in the clarification, understanding and quantification of client’s financial goals and needs.
  • Assists clients in gathering the information needed to prepare the financial plan.
  • Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.
  • Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.
  • Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.
  • Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Mar 2024 - Present

Private Client Manager

Td

Toronto, Ontario, CA

Jul 2023 - Mar 2024

Citigold Relationship Manager

Citibank

New York, New York, US

I help my clients by providing them with the highest level of service and personalized guidance around any financial goals that are important to them.

Sep 2013 - Jul 2023

Premier Relationship Manager

Hsbc

London, GB

Helped clients with their banking and financial goals through the banks multiple channels.

Jul 2010 - Sep 2013

Financial Services Professional

Prudential Financial

Newark, New Jersey, US

I provided clients with a customized plan to help protect and grow their assets.

Sep 2006 - Jul 2010
2 education records

Christopher Jacobi education

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Adelphi University

Regents Diploma

Syosset High School
FAQ

Frequently asked questions about Christopher Jacobi

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

What company does Christopher Jacobi work for?

Christopher Jacobi works for Prudential Financial.

What is Christopher Jacobi's role at Prudential Financial?

Christopher Jacobi is listed as Financial Planner at Pruco Securities, LLC at Prudential Financial.

What is Christopher Jacobi's email address?

AeroLeads has found 1 work email signal at @citigroup.com for Christopher Jacobi at Prudential Financial.

Where is Christopher Jacobi based?

Christopher Jacobi is based in Huntington, New York, United States while working with Prudential Financial.

What companies has Christopher Jacobi worked for?

Christopher Jacobi has worked for Prudential Financial, Td, Citibank, and Hsbc.

How can I contact Christopher Jacobi?

You can use AeroLeads to view verified contact signals for Christopher Jacobi at Prudential Financial, including work email, phone, and LinkedIn data when available.

What schools did Christopher Jacobi attend?

Christopher Jacobi holds Bachelor Of Business Administration (Bba), Business Administration And Management, General from Adelphi University.

What skills is Christopher Jacobi known for?

Christopher Jacobi is listed with skills including Management, Banking, Marketing, Stocks, Finance, Sports, and Sales.

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