Jacob Gorman

Jacob Gorman Email and Phone Number

Graduate from Point Loma Nazarene University @ K2 Financial Partners
Jacob Gorman's Location
Upland, California, United States, United States
Jacob Gorman's Contact Details

Jacob Gorman personal email

n/a
About Jacob Gorman

Ensuring that current and potential clients are adequately covered for every risk is my passion, and helping them plan for the future is my current hope for the future.

Jacob Gorman's Current Company Details
K2 Financial Partners

K2 Financial Partners

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Graduate from Point Loma Nazarene University
Jacob Gorman Work Experience Details
  • K2 Financial Partners
    Financial Advisor
    K2 Financial Partners Nov 2023 - Present
    Glendora, California, Us
    Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com K2 Financial Partners/K2 Financial Inc. and Lincoln Investment are independent, and non-affiliated.
  • Fidelity Investments
    Investment Solutions Representative
    Fidelity Investments Sep 2023 - Nov 2023
    Boston, Ma, Us
  • Merrill Lynch
    Financial Solutions Advisor
    Merrill Lynch Sep 2022 - Sep 2023
    New York, Ny, Us
  • Farmers Insurance- Thomas Duffy Agency
    Associate Agent
    Farmers Insurance- Thomas Duffy Agency Jan 2022 - Sep 2022
    Create marketing strategies to increase client and prospect call-in rates and increase profit.Service existing client accounts to ensure client satisfaction.Teamwork exhibited by weekly meetings and consistent goal setting.Compliance with California Department of Insurance rules and regulations.
  • Atif Holdings
    Business Development Consultant
    Atif Holdings Sep 2020 - Mar 2021
    Helping to connect small and medium sized businesses with investors and services to educate employees for efficient task handling.
  • Discount Tire
    Tire Technician
    Discount Tire Feb 2017 - Feb 2019
    Scottsdale, Az, Us

Jacob Gorman Education Details

  • Point Loma Nazarene University
    Point Loma Nazarene University
    General

Frequently Asked Questions about Jacob Gorman

What company does Jacob Gorman work for?

Jacob Gorman works for K2 Financial Partners

What is Jacob Gorman's role at the current company?

Jacob Gorman's current role is Graduate from Point Loma Nazarene University.

What is Jacob Gorman's email address?

Jacob Gorman's email address is ja****@****ire.com

What schools did Jacob Gorman attend?

Jacob Gorman attended Point Loma Nazarene University.

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