Gregory T. Jacobs

Gregory T. Jacobs Email and Phone Number

Shelbyville, KY, US
Gregory T. Jacobs's Location
Shelbyville, Kentucky, United States, United States
Gregory T. Jacobs's Contact Details

Gregory T. Jacobs work email

Gregory T. Jacobs personal email

Gregory T. Jacobs phone numbers

About Gregory T. Jacobs

Gregory T. Jacobs is a Senior Auditor at Cetera Investment Services LLC. He possess expertise in investments, banking, financial analysis, finance, customer service and 18 more skills. Colleagues describe him as "Greg has a unique knowledge of finances and seems to really be able to advise people in ways that will truly help them, whether it be purchasing/starting a business or investing in a mutual fund. I also admire Greg for his honesty and commitment to customer service." and "Greg is a man of the highest integrity and this is a mark of distinction. He delivers on his commitments and is there for you to help you accomplish your goals. His attention to detail and focus on punctual delivery make him a tremendous asset to any client."

Gregory T. Jacobs's Current Company Details
Cetera Investment Services LLC

Cetera Investment Services Llc

View
Senior Auditor
Shelbyville, KY, US
Website:
cetera.com
Employees:
1744
Gregory T. Jacobs Work Experience Details
  • Cetera Investment Services Llc
    Senior Auditor
    Cetera Investment Services Llc
    Shelbyville, Ky, Us
  • Cetera Investment Services Llc
    Senior Auditor
    Cetera Investment Services Llc Jan 2024 - Present
    United States
  • Lpl Financial
    Assistant Vice President
    Lpl Financial Sep 2023 - Dec 2023
    Remote
  • Lpl Financial
    Manager--Branch Exams
    Lpl Financial Jan 2019 - Aug 2023
    Remote
  • Lpl Financial
    Principal Examiner
    Lpl Financial Apr 2011 - Dec 2018
    Remote
  • Commonwealth Brokerage
    Assistant Vice President / Financial Advisor
    Commonwealth Brokerage Feb 2005 - Mar 2011
  • State Farm Insurance
    Agent
    State Farm Insurance Jan 2004 - Jan 2005
    Property & Casualty Insurance Agent
  • Fifth Third Bank
    Bank Officer/Banking Center Manager
    Fifth Third Bank Nov 2000 - Dec 2003
    Banking Center Manager / Investment Representative
  • Bank One
    Assistant Vice President
    Bank One May 1999 - Oct 2000
    Banking Center Manager / Investment Representative
  • Prudential Preferred Financial Services
    Financial Advisor
    Prudential Preferred Financial Services May 1997 - Apr 1999
    Financial Advisor

Gregory T. Jacobs Skills

Investments Banking Financial Analysis Finance Customer Service Strategic Financial Planning Mutual Funds Insurance Strategic Planning Accounting Fixed Annuities Loans Budgets Mortgage Lending Credit Risk Management Sales Management Life Insurance Disability Insurance New Business Development Portfolio Management Financial Planning Business Development

Gregory T. Jacobs Education Details

Frequently Asked Questions about Gregory T. Jacobs

What company does Gregory T. Jacobs work for?

Gregory T. Jacobs works for Cetera Investment Services Llc

What is Gregory T. Jacobs's role at the current company?

Gregory T. Jacobs's current role is Senior Auditor.

What is Gregory T. Jacobs's email address?

Gregory T. Jacobs's email address is gr****@****ndt.com

What is Gregory T. Jacobs's direct phone number?

Gregory T. Jacobs's direct phone number is +150223*****

What schools did Gregory T. Jacobs attend?

Gregory T. Jacobs attended Asbury University.

What skills is Gregory T. Jacobs known for?

Gregory T. Jacobs has skills like Investments, Banking, Financial Analysis, Finance, Customer Service, Strategic Financial Planning, Mutual Funds, Insurance, Strategic Planning, Accounting, Fixed Annuities, Loans.

Who are Gregory T. Jacobs's colleagues?

Gregory T. Jacobs's colleagues are Josh Leprince, Robyn Rice Newkirk, Justin Zink, Mba, Collin Martin, Cfa, Ramakrishna Kakarla, Jeffrey Math, Pmp, Amanda N. Andersen.

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