Financial Planner
Current
Oct 2024 - Present
AeroLeads people directory · profile
Jacob Berstein Email & Phone Number
Financial Planner at Wells Fargo Advisors
at
Wells Fargo Advisors
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planner at Wells Fargo Advisors
Location
Boca Raton, Florida, United States
Company size
Who is Jacob Berstein? Overview
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Quick answer
Jacob Berstein is listed as Financial Planner at Wells Fargo Advisors at Wells Fargo Advisors, a with 15127 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jacob Berstein.
Jacob Berstein previously worked as Financial Planner at Wells Fargo Advisors and Budtender at Yuma Way. Jacob Berstein holds Bachelor'S Degree, Business Finance from University Of Denver.
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Email format at Wells Fargo Advisors
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Wells Fargo Advisors
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Profile bio
About Jacob Berstein
Jacob Berstein is a Financial Planner at Wells Fargo Advisors at Wells Fargo Advisors.
Current workplace
Jacob Berstein's current company
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Wells Fargo Advisors
5 roles
Jacob Berstein work experience
A career timeline built from the work history available for this profile.
Budtender
Mar 2024 - Jun 2024
Budtender
Tumbleweed
Dec 2022 - Jan 2023
Host
The Gashouse
Jun 2022 - Sep 2022
Host
Most of the time, I answered phone calls to the restaurant in order to place pick up/delivery orders. Sometimes I would bring customers to their tables, however, I was in training so I did not always have the chance when the restaurant was busy. I also helped in the back by packing all of the pick up/delivery orders into bags. I then made sure the customers paid for the food via cash or credit card or I made sure that the delivery person was legitimate. Furthermore, I cleaned the menus and tables at the end of the night.
Mar 2019 - Jun 2019
Team & coworkers
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
AM
Anojah Moore
Colleague at Wells Fargo AdvisorsEast St Louis, Illinois, United States
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RS
Richard Shuster
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
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AR
Abdiel R.
Colleague at Wells Fargo AdvisorsLos Angeles, California, United States
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PK
Philip Kimmel
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
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HC
Horacio Choi
Colleague at Wells Fargo AdvisorsIrvine, California, United States
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AB
Angel Bordoni
Colleague at Wells Fargo AdvisorsCollinsville, Illinois, United States
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AE
Amanda Eigner
Colleague at Wells Fargo AdvisorsWaukesha, Wisconsin, United States
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TS
T Scott Robertson
Colleague at Wells Fargo AdvisorsGreater Jackson Area, United States
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VB
Vance Barrett, Cfp®
Colleague at Wells Fargo AdvisorsRoanoke, Virginia, United States
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JC
Julianna Chance
Colleague at Wells Fargo AdvisorsAlbuquerque-Santa Fe Metropolitan Area, United States
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Anojah Moore
Colleague at Wells Fargo AdvisorsEast St Louis, Illinois, United States
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RS
Richard Shuster
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
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AR
Abdiel R.
Colleague at Wells Fargo AdvisorsLos Angeles, California, United States
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PK
Philip Kimmel
Colleague at Wells Fargo AdvisorsNew York City Metropolitan Area, United States
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HC
Horacio Choi
Colleague at Wells Fargo AdvisorsIrvine, California, United States
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AB
Angel Bordoni
Colleague at Wells Fargo AdvisorsCollinsville, Illinois, United States
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AE
Amanda Eigner
Colleague at Wells Fargo AdvisorsWaukesha, Wisconsin, United States
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TS
T Scott Robertson
Colleague at Wells Fargo AdvisorsGreater Jackson Area, United States
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VB
Vance Barrett, Cfp®
Colleague at Wells Fargo AdvisorsRoanoke, Virginia, United States
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JC
Julianna Chance
Colleague at Wells Fargo AdvisorsAlbuquerque-Santa Fe Metropolitan Area, United States
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2 education records
Jacob Berstein education
Bachelor'S Degree, Business Finance
Bachelor'S Degree, Finance, General
FAQ
Frequently asked questions about Jacob Berstein
Quick answers generated from the profile data available on this page.
What company does Jacob Berstein work for?
Jacob Berstein works for Wells Fargo Advisors.
What is Jacob Berstein's role at Wells Fargo Advisors?
Jacob Berstein is listed as Financial Planner at Wells Fargo Advisors at Wells Fargo Advisors.
Where is Jacob Berstein based?
Jacob Berstein is based in Boca Raton, Florida, United States while working with Wells Fargo Advisors.
What companies has Jacob Berstein worked for?
Jacob Berstein has worked for Wells Fargo Advisors, Yuma Way, Tumbleweed, The Gashouse, and Lemongrass Asian Bistro.
Who are Jacob Berstein's colleagues at Wells Fargo Advisors?
Jacob Berstein's colleagues at Wells Fargo Advisors include Anojah Moore, Richard Shuster, Abdiel R., Philip Kimmel, and Horacio Choi.
How can I contact Jacob Berstein?
You can use AeroLeads to view verified contact signals for Jacob Berstein at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Jacob Berstein attend?
Jacob Berstein holds Bachelor'S Degree, Business Finance from University Of Denver.
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