Jacob Russell Cheung has a wealth of experience in the financial services industry. Jacob began their career in 2014 as a Retirement Plan Service Specialist at Vanguard. In 2015, they moved to Charles Schwab as a Client Service Specialist. In 2016, they joined Edelman Financial Engines as a Client Service Associate, where they were responsible for providing client service and support to one high producing financial planner's book of business totaling $150 MM+. In 2019, they joined Boardspan Inc. as a Client Solutions Consultant, where they were responsible for Boardspan's digital solutions and recruitment services. Later in 2019, they were promoted to Client Operations Manager (Executive Recruiting & Digital Solutions).
Jacob Russell Cheung has a Bachelor of Arts (B.A.) in Political Science and Government from the University of Arizona. Jacob also has several certifications, including Human-Centered Design: an Introduction from Coursera (obtained in May 2018), Series 7 from the Financial Industry Regulatory Authority (FINRA) (obtained in February 2016), Series 6 from FINRA (obtained in August 2014), and Series 63 from FINRA (obtained in August 2014).
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