Pontera
Jacob Walters is a strategic relationship manager at Pontera since April 2024, bringing extensive experience in account management and client relations from previous roles at SmartAsset and Cetera Investors. At SmartAsset, Jacob served as a senior account manager and account manager from June 2021 to June 2023, while at Cetera Investors, Jacob held the position of wealth manager from June 2019 to March 2021. Earlier career experience includes working as a registered representative at Foresters Financial Services from September 2017 to June 2019, and as an intern with Paterson Habitat for Humanity in 2016. Jacob holds a Bachelor of Arts in Public Relations from James Madison University, graduated in 2017.
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Pontera
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Pontera aspires to be the bridge to a better retirement by enabling financial advisors to manage and trade clients' held away accounts.