Jacob Halvorson
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Jacob Halvorson Email & Phone Number

Client Service Associate - US PCG COP at Fisher Investments
Location: Seattle, Washington, United States 4 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Fisher Investments
Role
Client Service Associate - US PCG COP
Location
Seattle, Washington, United States
Company size
5129 employees

Who is Jacob Halvorson? Overview

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Quick answer

Jacob Halvorson is listed as Client Service Associate - US PCG COP at Fisher Investments, a company with 5129 employees, based in Seattle, Washington, United States. AeroLeads shows a matched LinkedIn profile for Jacob Halvorson.

Jacob Halvorson previously worked as Director - Exploratory Arm at Wsu Finance Career Accelerator and Customer Service Specialist at National Barricade Co Llc. Jacob Halvorson holds Bachelor Of Arts - Ba, Finance, General, Senior- 3.59 from Washington State University.

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Fisher Investments

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Profile bio

About Jacob Halvorson

I was born and raised in Washington and am currently 21 years old. I am pursuing a Bachelor of Arts in Finance at Washington State University. Throughout my life, I have demonstrated strong leadership skills and an exceptional work ethic. Additionally, I have been honored as a four-time recipient of the WSU Presidential Honor Roll.

Current workplace

Jacob Halvorson's current company

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Fisher Investments
Fisher Investments
Client Service Associate - US PCG COP
Seattle, WA, US
Website
fisherinvestments.com
Employees
5129
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4 roles

Jacob Halvorson work experience

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Director - Exploratory Arm

Current
Wsu Finance Career Accelerator

Pullman, Washington, United States

The WSU Finance Career Accelerator exposes Carson College of Business students to different fields in finance. Students will learn financial modeling, interpersonal skills, and advanced accounting. This Spring, WSUFCA will have a panel discussion with professionals from commercial banking, asset management, wealth management, corporate finance, investment.

Apr 2024 - Present

Customer Service Specialist

National Barricade Co Llc

Seattle, Washington, United States

  • Prepared driver delivery routes based on location, considering priority deliveries.
  • The enhanced efficiency allowed the team to make three additional smaller deliveries per day.
  • I was tasked with training new employees by my manager because they were extremely happy with my organizational skills and work style.
  • Overall, I trained three new employees in the summer of 2022 and four employees in the summer of 2023.
Jun 2022 - Aug 2024

Operations Assistant

Lisa Dupar Catering

Redmond, Washington, United States

  • Organized meals and catering kits to go out to functions for high-end catering clients.
  • Loaded vans and trucks in an organized manner to preserve a quality product.
  • Unloaded vans at the end of events and repacked kits for upcoming events.
Aug 2019 - Feb 2020
Team & coworkers

Colleagues at Fisher Investments

Other employees you can reach at fisherinvestments.com. View company contacts for 5129 employees →

JW Josh Whitbeck - Cspo Josh Whitbeck - Cspo Colleague at Fisher InvestmentsPortland, Oregon Metropolitan Area, United States View → JD Jennifer Del Re Jennifer Del Re Colleague at Fisher InvestmentsGreater London, England, United Kingdom, United Kingdom View → TR Taylor Richards Taylor Richards Colleague at Fisher InvestmentsCamas, Washington, United States, United States View → GD Glenn Downer Glenn Downer Colleague at Fisher InvestmentsVillanova, Pennsylvania, United States, United States View → JS Josh Seago Josh Seago Colleague at Fisher InvestmentsPortland, Oregon, United States, United States View → SJ Shawn Jensen, Cfp® Shawn Jensen, Cfp® Colleague at Fisher InvestmentsCamas, Washington, United States, United States View → DN Diem Nguyen Diem Nguyen Colleague at Fisher InvestmentsSan Francisco Bay Area, United States View → EN Elizabeth Nguyen Elizabeth Nguyen Colleague at Fisher InvestmentsPortland, Oregon, United States, United States View → VP Vishnu Priyesh Sivanandam Vishnu Priyesh Sivanandam Colleague at Fisher InvestmentsIrving, Texas, United States, United States View → AA Alejandro Aguirre Alejandro Aguirre Colleague at Fisher InvestmentsPlano, Texas, United States, United States View →
2 education records

Jacob Halvorson education

Bachelor Of Arts - Ba, Finance, General, Senior- 3.59

Washington State University

Activities and Societies: Carson College of Business Amplifier Program, WSUFCA, Cougar Capital. Senior Finance student at the WSU Carson.

Education record

Shorecrest High School

Activities and Societies: Varsity football, Mens basketball team manager Two year varsity captain, led my team deep into playoffs both.

FAQ

Frequently asked questions about Jacob Halvorson

Quick answers generated from the profile data available on this page.

What company does Jacob Halvorson work for?

Jacob Halvorson works for Fisher Investments.

What is Jacob Halvorson's role at Fisher Investments?

Jacob Halvorson is listed as Client Service Associate - US PCG COP at Fisher Investments.

Where is Jacob Halvorson based?

Jacob Halvorson is based in Seattle, Washington, United States while working with Fisher Investments.

What companies has Jacob Halvorson worked for?

Jacob Halvorson has worked for Fisher Investments, Wsu Finance Career Accelerator, National Barricade Co Llc, and Lisa Dupar Catering.

Who are Jacob Halvorson's colleagues at Fisher Investments?

Jacob Halvorson's colleagues at Fisher Investments include Josh Whitbeck - Cspo, Jennifer Del Re, Taylor Richards, Glenn Downer, and Josh Seago.

How can I contact Jacob Halvorson?

You can use AeroLeads to view verified contact signals for Jacob Halvorson at Fisher Investments, including work email, phone, and LinkedIn data when available.

What schools did Jacob Halvorson attend?

Jacob Halvorson holds Bachelor Of Arts - Ba, Finance, General, Senior- 3.59 from Washington State University.

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