Jacob Helberg

Jacob Helberg, MBA, is a Compliance & Supervision Analyst at AdvisorNet Financial, where responsibilities include preparing annual client reviews and coordinating post-meeting activities. Previously, Jacob served as a Client Relations Representative and a Loan Documentation Specialist at Wells Fargo, ensuring compliance in loan processing and providing customer support. Jacob's experience includes a supervisory role at Target, focusing on guest experience and inventory management, and working as an eDiscovery Analyst at JND Legal Administration, where skills in document management and client support were cultivated. Jacob holds an MBA from Saint Mary's University of Minnesota and a BA in Legal Studies in Business from the University of St. Thomas.