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Jacob Taurel Email & Phone Number
Managing Partner
at
Activest Wealth Management LLC.
2 work emails found
@activestwm.com
2 phones found area 215
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Partner
Location
Miami, Florida, United States
Who is Jacob Taurel? Overview
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Quick answer
Jacob Taurel is listed as Managing Partner at Activest Wealth Management LLC., based in Miami, Florida, United States. AeroLeads shows a work email signal at activestwm.com, phone signal with area code 215, and a matched LinkedIn profile for Jacob Taurel.
Jacob Taurel previously worked as Managing Director at Activest Wealth Management Llc. and Senior Investment Analyst and Investment Adviser Representative at Activest Wealth Management Llc.. Jacob Taurel holds Bachelor Of Business Administration (B.B.A.), Finance, General, 90.98/100 from Arison School Of Business At Interdisciplinary Center (Idc) Herzliya.
Company email context
Email format at Activest Wealth Management LLC.
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{first}{last}@activestwm.com
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AeroLeads found 2 current-domain work email signals for Jacob Taurel. Compare company email patterns before reaching out.
Profile bio
About Jacob Taurel
My mission is to ensure the financial well-being and growth, of my clients, who entrust me with their assets and goals. I treat them as family and leverage my expertise to create customized solutions that fit their needs and preferences.
Listed skills include Management, Start Ups, Microsoft Excel, Marketing, and 13 others.
Current workplace
Jacob Taurel's current company
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6 roles
Jacob Taurel work experience
A career timeline built from the work history available for this profile.
Managing Partner
CurrentEmpowering Families, Transforming Futures. Visit our website for more information: www.activestwm.com
Jan 2020 - Present
Managing Director
Nov 2017 - Dec 2019
Senior Investment Analyst And Investment Adviser Representative
• Provide advice on portfolio construction, fixed income and equity markets.• Provide advice to the investment committee of institutional clients on market opportunities, mutual funds analysis and fixed income research as well as any other investment subject on demand.• Manage over 200m and advise over 1B in over 200 separate accounts, more than 150 clients • Advise clients on financial planning strategies including taxes, real estate, insurance, and expenses. • Led a team developing and implementing an in-house portfolio and reporting software with access to over 15 custodians globally.
Jan 2015 - Nov 2017
Junior Analyst
• Conducted Transfer Pricing Study (TPS) according to regulations of the U.S Treasury Dept. for the company within the Telecommunications Industry for 2010, 2011 and 2012.• Duties as a Junior Analyst included (but not limited to): inventory tracking, internal process analysis, bank reconciliation, operational improvement, evaluation of international taxation strategies, capital structure analysis and study of key financial ratios within CLA entities. • Assessment of investments in emerging markets throughout Latin America by taking into account sovereign risk, barriers of entry and possible beneficial contracts.
Jan 2013 - Feb 2013
Marketing Intern
Rori
• Worked as assistant to the Chief Marketing Officer by conducting research regarding the Venezuelan clothing market.• Contributed to the selection of collections created by RORI based on American and European clothing trends. These collections aimed the first semester of 2012. Brands assessed include Urban, Robert Louis, Philippe Laurent and Sfera.• Collaborated in creating new advertising strategies for Christmas campaigns.
Jul 2011 - Sep 2011
4 education records
Jacob Taurel education
Bachelor Of Business Administration (B.B.A.), Finance, General, 90.98/100
Exchange Student, Finance And Financial Management Services, 3.25 / 4.00
High School, Science
Moral Y Luces - Hebraica
Passed Cfa Level 1
Cfa Institute
FAQ
Frequently asked questions about Jacob Taurel
Quick answers generated from the profile data available on this page.
What company does Jacob Taurel work for?
Jacob Taurel works for Activest Wealth Management LLC..
What is Jacob Taurel's role at Activest Wealth Management LLC.?
Jacob Taurel is listed as Managing Partner at Activest Wealth Management LLC..
What is Jacob Taurel's email address?
AeroLeads has found 2 work email signals at @activestwm.com for Jacob Taurel at Activest Wealth Management LLC..
What is Jacob Taurel's phone number?
AeroLeads has found 2 phone signal(s) with area code 215 for Jacob Taurel at Activest Wealth Management LLC..
Where is Jacob Taurel based?
Jacob Taurel is based in Miami, Florida, United States while working with Activest Wealth Management LLC..
What companies has Jacob Taurel worked for?
Jacob Taurel has worked for Activest Wealth Management Llc., Cladirect, and Rori.
How can I contact Jacob Taurel?
You can use AeroLeads to view verified contact signals for Jacob Taurel at Activest Wealth Management LLC., including work email, phone, and LinkedIn data when available.
What schools did Jacob Taurel attend?
Jacob Taurel holds Bachelor Of Business Administration (B.B.A.), Finance, General, 90.98/100 from Arison School Of Business At Interdisciplinary Center (Idc) Herzliya.
What skills is Jacob Taurel known for?
Jacob Taurel is listed with skills including Management, Start Ups, Microsoft Excel, Marketing, Investments, Financial Analysis, Finance, and Sales.
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