Jacob Daus
LPL Financial Advisor at Luminosity Financial | Tallahassee, Florida, United States
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Jacob Daus, serving as a dedicated LPL Financial Advisor at Luminosity Financial, brings a unique blend of analytical expertise and client-focused service to his role. Leveraging his comprehensive background in sports management and his hands-on experience working with collegiate athletic programs, Jacob has developed a keen ability to analyze complex financial situations and craft tailored strategies that align with his clients’ long-term goals. His current role involves utilizing advanced wealth management systems to help clients visualize the potential impacts of various life decisions on their financial well-being, ensuring they are well-informed and confident in their financial planning.
At Luminosity Financial, Jacob specializes in developing comprehensive financial plans that encompass investment management, retirement planning, and risk assessment. His expertise in financial markets, budgeting, and problem-solving allows him to perform detailed trade analysis and model updates, ensuring clients’ portfolios are optimized for growth and stability. Jacob’s strong interpersonal communication skills and commitment to exceptional customer service foster trust and transparency, enabling him to build lasting relationships with clients.
Key projects include implementing innovative financial planning tools to enhance client engagement and education, as well as collaborating with a team of professionals to deliver holistic wealth management solutions. His background in sports management has honed his management and leadership skills, which he now applies in managing client portfolios and guiding them through complex financial decisions. With a focus on analytical skills and a deep understanding of financial services, Jacob Daus is committed to helping clients achieve financial security and success through personalized, strategic advice.
LPL Financial Advisor at Luminosity Financial in August 2021 to Present
Administrative Assistant at Emerald Green Landscapes, LLC in January 2021 to August 2021
Florida State University Football Graduate Assistant/ Student Equipment Manager at Florida State University in March 2017 to May 2021
Training Camp Equipment Intern at Washington Football Team in July 2020 to August 2020
New Ticket and Booster Sales Intern at Florida State University in February 2020 to July 2020
Florida State University Men's Basketball Student Manager at Florida State University in June 2016 to March 2017
Guest Services Associate at Dale Earnhardt Jr. Chevrolet in July 2015 to August 2016
Guest Services Associate at Daytona Gas and Grills in November 2014 to May 2015
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Florida State University, Master of Science - MS, August 2026
Florida State University, Bachelor of Science - BS, August 2026
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Process Improvement
Customer Service
Management
Leadership
Microsoft Word
Microsoft PowerPoint
Public Speaking
Project Management
Time Management
Microsoft Excel
Sports
Event Planning
Sports Marketing
Event Management
Teamwork
Critical Thinking
Interpersonal Skills
Problem Solving
Communication
Interpersonal Communication
Customer Experience
Administration
Customer Relationship Management (CRM)
Investments
Sports Management
Financial Analysis
Finance
Financial Reporting
Corporate Finance
Financial Modeling
Financial Services
Financial Planning
Financial Statements
Financial Markets
Budgeting
Financial Advisory
Project Finance
Business Relationship Management
Account Management
Analytical Skills
Data Analysis
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What is Jacob Daus email address?
Email Jacob Daus at [email protected] and [email protected]. This email is the most updated Jacob Daus's email found in 2026.
How to contact Jacob Daus?
To contact Jacob Daus send an email to [email protected] or [email protected]. (updated on January 09, 2025)
What company does Jacob Daus work for?
Jacob Daus works for Luminosity Financial
What is Jacob Daus's role at Luminosity Financial?
Jacob Daus is LPL Financial Advisor
What is Jacob Daus's Phone Number?
Jacob Daus's phone (305) ***-*316
What industry does Jacob Daus work in?
Jacob Daus works in the Financial Services industry.
Jacob Daus Email Addresses
Jacob Daus Phone Numbers
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