Jacob Whitaker

Research Coordinator, The Financial Services Network

Jacob began his career with The Financial Services Network in May 2020. With experience in accounting, finance, and advocacy, Jacob brings with him a talent for detailed analysis and communication. In his role as Research Coordinator, Jacob provides Independent Wealth Connections with trading, research and technology related support. Dedicated to his future in finance and The Network, Jacob is currently studying for his SIE and plans to acquire both the series 7 and 66 licenses and ultimately, a CFA certification. Jacob was born and raised in Sacramento. In his free time, Jacob enjoys politics, cars and being with his family and friends.