Jacob Yates

Financial Planning Associate at Blue Trust

Jacob Yates is a Financial Planning Associate at Ronald Blue Trust since April 2022, with a background in client management and retail. Prior experience includes serving as a Client Relationship Manager at Ashford Advisors from June 2021 to February 2022 and as a Store Manager at Crazy Daves Fireworks, where responsibilities included managing store operations during peak seasons. Jacob also worked as a Tennis Instructor at TENNIS FOR LIFE LTD, teaching students of various ages and skill levels. Jacob holds a Finance degree from the University of Georgia - Terry College of Business, obtained in 2021.

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