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Jaycob Agredano Email & Phone Number
Account Manager
at
Fiduciary Advisors, LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Account Manager
Location
Los Angeles Metropolitan Area, United States
Company size
Who is Jaycob Agredano? Overview
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Quick answer
Jaycob Agredano is listed as Account Manager at Fiduciary Advisors, LLC, a with 13 employees, based in Los Angeles Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jaycob Agredano.
Jaycob Agredano previously worked as Client, Marketing, and Administrative Support at Fiduciary Advisors, Llc and Student Fellow at The Ferguson Centers For Leadership Excellence. Jaycob Agredano holds Business And Personal/Financial Services Marketing Operations from Whittier College.
Company email context
Email format at Fiduciary Advisors, LLC
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Fiduciary Advisors, LLC
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Profile bio
About Jaycob Agredano
Jaycob is currently working towards a Finance Degree in Southern California.Outside of school and work, Jaycob enjoys playing college baseball, working out, and running in the orange county area.
Current workplace
Jaycob Agredano's current company
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Fiduciary Advisors, Llc
4 roles
Jaycob Agredano work experience
A career timeline built from the work history available for this profile.
Client, Marketing, And Administrative Support
Jaycob’s role centers around leveraging technology and creative strategies to enhance employee education on a variety of financial wellness topics. Jaycob specializes in AI integration, incorporating innovative technologies to streamline educational processes and provide personalized insights to employers and the firm’s clients. Additionally, he contributes to video creation, developing engaging and informative content that covers essential financial topics. By harnessing the power of AI and multimedia, he aims to make complex financial concepts more accessible and compelling for the firm’s clients and their employees. This multifaceted approach not only keeps the firm’s client’s workforce informed about the latest financial trends but also fosters a culture of continuous learning, ultimately contributing to their financial well-being. His role involves staying abreast of industry trends and regulations to ensure that the educational materials align with the latest developments in the financial services sector. Through these efforts, he plays a vital role in promoting financial education and wellness within the workplace.Jaycob also works closely with the team to examine client assets, explore plan and participant data, perform fund research and qualitative analysis, maintain transparency in provider fees and revenue sharing, and evaluate plan design metrics.
Student Fellow
Real Estate Investment Specialist
Assisted with property and investment analysis while learning property upkeep and fulfillment.
Jun 2023 - Sep 2023
1 education record
Jaycob Agredano education
FAQ
Frequently asked questions about Jaycob Agredano
Quick answers generated from the profile data available on this page.
What company does Jaycob Agredano work for?
Jaycob Agredano works for Fiduciary Advisors, LLC.
What is Jaycob Agredano's role at Fiduciary Advisors, LLC?
Jaycob Agredano is listed as Account Manager at Fiduciary Advisors, LLC.
Where is Jaycob Agredano based?
Jaycob Agredano is based in Los Angeles Metropolitan Area, United States while working with Fiduciary Advisors, LLC.
What companies has Jaycob Agredano worked for?
Jaycob Agredano has worked for Fiduciary Advisors, Llc, The Ferguson Centers For Leadership Excellence, and Franco Investments.
Who are Jaycob Agredano's colleagues at Fiduciary Advisors, LLC?
Jaycob Agredano's colleagues at Fiduciary Advisors, LLC include Jacob Maximus Campos and Ryan Lambert.
How can I contact Jaycob Agredano?
You can use AeroLeads to view verified contact signals for Jaycob Agredano at Fiduciary Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Jaycob Agredano attend?
Jaycob Agredano holds Business And Personal/Financial Services Marketing Operations from Whittier College.
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