Colton Jacob
Partner, Vice President and Wealth Manager at Steward Partners Global Advisory DBA Praetorian Private Wealth | Austin, Texas, United States
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Partner, Vice President and Wealth Manager at Steward Partners Global Advisory DBA Praetorian Private Wealth in October 2020 to December 2022
Financial Advisor at Wells Fargo Advisors in November 2017 to October 2020
Fellow at AXA Advisors DBA 49 Financial in June 2016 to September 2017
Accounts Receivable Intern at McLane Company, Inc. in February 2015 to December 2015
Accounting Intern at CKC Resources, LLC. in May 2014 to August 2014
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University of Mary Hardin Baylor, Bachelor’s Degree
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Interpersonal Communication
C-Level
Negotiation
Relationship Building
Tax Planning
Financial Goals
Relationship Development
Estate Planning
Series 65
Banking
Investment Sales
Due Diligence
Investment Strategies
Asset Management
Finance
Portfolio Management
Analytical Skills
Business Development
Financial Analysis
Investment Management
Team Management
Customer Relationship Management (CRM)
Private Wealth Management
Fixed-Income Investing
Leadership
Microsoft Office
Microsoft Word
Public Speaking
Microsoft Excel
PowerPoint
Customer Service
Time Management
Teamwork
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What is Colton Jacob email address?
Email Colton Jacob at [email protected]. This email is the most updated Colton Jacob's email found in 2026.
What is Colton Jacob phone number?
Colton Jacob phone number is 361-491-1115.
How to contact Colton Jacob?
To contact Colton Jacob send an email to [email protected]. If you want to call Colton Jacob try calling on 361-491-1115.
What company does Colton Jacob work for?
Colton Jacob works for Steward Partners Global Advisory DBA Praetorian Private Wealth
What is Colton Jacob's role at Steward Partners Global Advisory DBA Praetorian Private Wealth?
Colton Jacob is Partner, Vice President and Wealth Manager
What industry does Colton Jacob work in?
Colton Jacob works in the Financial Services industry.
Colton Jacob Email Addresses
Colton Jacob Phone Numbers
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