Jacob Villarreal

Jacob Villarreal serves as the Investment & Planning Ops Team Lead at 49 Financial since November 2019, with responsibilities focused on holistic financial planning including investment management, retirement planning, estate planning, and insurance. Previous roles at 49 Financial include Investment & Planning Ops Specialist and Associate, alongside experience as a Financial Professional at AXA Advisors. Jacob held the position of Chapter President for the Beta Theta Pi - Beta Omicron Chapter, where leadership and strategic initiative development were key responsibilities. Additional experience includes internships in financial services, business development, and a counselor role at a nonprofit children's sports camp. Jacob holds a Bachelor's Degree in Management Information Systems from Texas McCombs School of Business.