Jacob Taalman has a diverse background in financial services and customer relations, starting as a Retail Sales Officer at ACE Hardware in 2016 and progressing to various roles in financial and insurance sectors. Notable positions include serving as an Insurance Agent and Risk Manager at Allstate, a Financial Consultant Intern at Tranel Financial Group, and an Investment Analyst Intern at Liberty One Investment Management. Jacob contributed to the Volunteer Income Tax Assistance Program at the Internal Revenue Service and is currently a Private Client at JPMorgan Chase & Co. since November 2021, before transitioning to the role of Wealth Planner at Corient in May 2024. Jacob holds a Bachelor of Science in Financial Planning with a Minor in Accountancy from the University of Missouri-Columbia, earned in 2020.
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