Sep 2024 - Present
AeroLeads people directory · profile
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® Email & Phone Number
Chief Executive Officer
at
Momentum Wealth Management
1 work email found
@schwab.com
1 phone found area 517
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Executive Officer
Location
Lake Forest, Illinois, United States
Who is Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® is listed as Chief Executive Officer at Momentum Wealth Management, based in Lake Forest, Illinois, United States. AeroLeads shows a work email signal at schwab.com, phone signal with area code 517, and a matched LinkedIn profile for Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®.
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® previously worked as VP - Financial Consultant at Charles Schwab and Sales Director at Empower Retirement. Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® holds Master Of Business Administration - Mba from Indiana University - Kelley School Of Business.
Company email context
Email format at Momentum Wealth Management
This section adds company-level context without repeating Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®'s masked contact details.
*@schwab.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®. Compare company email patterns before reaching out.
Profile bio
About Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®
Seasoned financial executive with a distinguished career in financial consulting, sales, and investment management. Recognized for consistently surpassing targets and catalyzing substantial business growth. Demonstrates unparalleled proficiency in cultivating high-value client relationships, delivering innovative financial solutions, and leveraging technology to enhance engagement, efficiency, profitability, and scalability. Known for strategic thinking, creativity, and a balanced EQ/IQ. Equipped with the core competencies necessary to exceed expectations and achieve business objectives.
Listed skills include Direct Sales, Sales Presentations, Wholesaling, Consultative Selling, and 23 others.
Current workplace
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® work experience
A career timeline built from the work history available for this profile.
Vp - Financial Consultant
Sep 2017 - Sep 2024
Sales Director
Oct 2016 - Sep 2017
Wealth Strategies Consultant - Case Design
Dec 2015 - Nov 2016
Regional Director
Jan 2015 - Dec 2015
Senior Consultant - Wealth Strategies
Feb 2007 - Jan 2015
Financial Consultant
Jan 2006 - Feb 2007
2 education records
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® education
Master Of Business Administration - Mba
Indiana University - Kelley School Of Business
Bachelors Degree, Advertising
Michigan State University
FAQ
Frequently asked questions about Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®
Quick answers generated from the profile data available on this page.
What company does Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® work for?
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® works for Momentum Wealth Management.
What is Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®'s role at Momentum Wealth Management?
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® is listed as Chief Executive Officer at Momentum Wealth Management.
What is Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®'s email address?
AeroLeads has found 1 work email signal at @schwab.com for Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® at Momentum Wealth Management.
What is Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 517 for Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® at Momentum Wealth Management.
Where is Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® based?
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® is based in Lake Forest, Illinois, United States while working with Momentum Wealth Management.
What companies has Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® worked for?
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® has worked for Momentum Wealth Management, Charles Schwab, Empower Retirement, M Financial Group, and Ts Capital, Llc.
How can I contact Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs®?
You can use AeroLeads to view verified contact signals for Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® at Momentum Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® attend?
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® holds Master Of Business Administration - Mba from Indiana University - Kelley School Of Business.
What skills is Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® known for?
Jacob F. Derrig, Mba, Cfp®, Chfc®, Cfs® is listed with skills including Direct Sales, Sales Presentations, Wholesaling, Consultative Selling, Salesforce.Com, Variable Annuities, Mutual Funds, and Insurance.
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