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Sam Jacob Email & Phone Number
Financial Advisor, UBS Wealth Advice Center
at
UBS
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor, UBS Wealth Advice Center
Location
United States, United States, United States
Company size
Who is Sam Jacob? Overview
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Quick answer
Sam Jacob is listed as Financial Advisor, UBS Wealth Advice Center at UBS, a company with 28 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Sam Jacob.
Sam Jacob previously worked as Financial Advisor Development Program at Ubs and Investment Sales Analyst at Fidelity Investments. Sam Jacob holds Bsba: Markets, Innovation, And Design - Major Business Analytics - Minor from Bucknell University.
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Email format at UBS
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UBS
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Profile bio
About Sam Jacob
Sam Jacob is a Financial Advisor, UBS Wealth Advice Center at UBS.
Current workplace
Sam Jacob's current company
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Ubs
4 roles
Sam Jacob work experience
A career timeline built from the work history available for this profile.
Financial Advisor Development Program
Current
Jul 2024 - Present
Investment Sales Analyst
- Exposed to in-depth knowledge of Fidelity’s sales approach and diverse financial products. - Conducted a comprehensive comparative analysis of distinct Fidelity Advisor funds against the highest-performing funds from various prominent financial institutions. - Presented weekly on different asset classes and Fidelity's mutual fund/ETF selection..
Jun 2023 - Aug 2023
Workplace Investing Analyst
- Utilized advanced Excel capabilities to assist consultants in updating key information for major clients' employees- Assisted in the migration of software platforms to Fidelity Health Benefits, streamlining processes for major corporate clients- Contributed to the integration of comprehensive retirement solutions, including 401(k)s and IRAs, enhancing.
Jun 2022 - Aug 2022
4 education records
Sam Jacob education
Bsba: Markets, Innovation, And Design - Major Business Analytics - Minor
Education record
Education record
Education record
Fay School
FAQ
Frequently asked questions about Sam Jacob
Quick answers generated from the profile data available on this page.
What company does Sam Jacob work for?
Sam Jacob works for UBS.
What is Sam Jacob's role at UBS?
Sam Jacob is listed as Financial Advisor, UBS Wealth Advice Center at UBS.
Where is Sam Jacob based?
Sam Jacob is based in United States, United States, United States while working with UBS.
What companies has Sam Jacob worked for?
Sam Jacob has worked for Ubs and Fidelity Investments.
Who are Sam Jacob's colleagues at UBS?
Sam Jacob's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Sam Jacob?
You can use AeroLeads to view verified contact signals for Sam Jacob at UBS, including work email, phone, and LinkedIn data when available.
What schools did Sam Jacob attend?
Sam Jacob holds Bsba: Markets, Innovation, And Design - Major Business Analytics - Minor from Bucknell University.
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