Jacob Warren Email & Phone Number

Kansas City, Mo, Us

Kansas City, Missouri, United States

Investment Advisor licensed with Series 7, 66 & Life. Assisting lead advisors in managing client relationships, addressing inquiries, and ensuring client satisfaction. Conducting market research, analyzing investment options, and preparing reports to support investment strategies. Helping to monitor client portfolios, track performance, and recommend adjustments based on client goals and market conditions. Aiding in the development of financial plans by gathering client information, analyzing financial data, and creating projections. Ensuring all client interactions and transactions adhere to regulatory requirements, and maintaining accurate client records. Participating in client meetings, taking notes, and following up on action items to support the advisory team. Staying informed on industry trends, financial products, and regulatory changes to enhance knowledge and service quality.

Kansas City, Missouri Area

QRE Group is a real estate investment company located in Kansas City, MO. We specialize in buying homes and we're experts at finding solutions for people who are in the market to sell their own home or investment property quickly for any reason. Our diverse team has experience with all types of buying and selling scenarios, and we understand how to make every transaction simple and stress free. We are excited to potentially work with you directly OR if you are represented by an agent or broker. We are focused on improving neighborhoods and redeveloping areas that we work in.Whatever your reason for selling, we can help. We want to buy your home and can make a fair, cash offer today. Size, location, and condition don't matter. Our real estate experts will work with you to come up with a solution that meets your needs.

Kansas City, Missouri, United States

Conduct comprehensive financial analyses to assess clients’ current financial situations, identify goals, and develop personalized wealth management strategies. Assist financial advisors in preparing client presentations, investment proposals, and financial plans, ensuring accuracy and compliance with regulatory requirements. Perform investment research and analysis to support portfolio construction and asset allocation decisions, utilizing various financial tools and software.Collaborate with insurance underwriters to evaluate life insurance needs, compare policy options, and recommend appropriate coverage solutions to clients.Maintain client records and databases, updating information as needed and ensuring data integrity and confidentiality.Stay abreast of industry trends, regulatory changes, and best practices in wealth management and life insurance to enhance professional knowledge and skills. Held: Series 7. Preparing for Series 66, life and health insurance licenses.

Overland Park, Kansas, United States

Analyzed operating statements and noted changes to revenue and expenses, resulting in improved debt service performance for accounts.Corresponded with borrowers to receive required documentation, leading to higher loan efficiency.Submitted loans to pre-watch list committee for review, leading to improvement in CDSC and loan performance. Provided data entry of information into Excel®, RECWeb (proprietary system) and other databases, resulting in improved communication among all departments.

Kansas City, Missouri Area

Developed, executed and monitored financial plans for individuals, small businesses, and high net worth investors that resulted in accomplishing their financial goals.Conducted portfolio management, asset allocation and investment strategies for clients, improving alpha and reducing overall portfolio risk.Regularly analyzed investment objectives to stay attentive to clients’ goals and life changes resulting in above 95% client retention.Exceeded customer needs and expectations during volatile market conditions using product hedging strategies along with technical analysis.Conducted analysis using various income planning solutions and software that created improved targets for clients’ retirement goals.

Kansas City, Missouri Area

Recognized as top 100 team out of 240,000 worldwide.Achieved partnership growth of over 5,000 distributors in over 40 states and 5 countries, including US, Canada, Europe, New Zealand & Australia over 3 years.Created and directed team marketing sales training, product development programs and mobile marketing strategies. Shared product knowledge with customers while advising on personal recommendations.Developed marketing innovation strategy to meet changing customer needs using Facebook Ads, Google Adwords and Instagram.Helped team earn over $500,000 in bonuses between 2015-2017.

Master Of Business Administration (Mba), Business / Entrepreneurial Studies

Bachelor Of Science (Bs), Finance / Risk Management