Relax … meet Jacob
Our Investment Services team is ready to serve you, no matter where your location!
CFP® Financial Consultant
When Did You Start With Founders Investment Services?
March 2017 as an intern, then full time in May 2017
Winthrop University, Bachelor of Business Administration with a concentration on Financial Planning
Certifications & Memberships
CERTIFIED FINANCIAL PLANNER™
License in Life, Accident and Health Insurance
Certification in Long-Term Care and Variable Annuity
Member, Rotary Club of Rock Hill
Member, York County Chamber
Member, York County Young Professionals
Greenville, South Carolina
Galleria Office – Rock Hill