Jacob Eddy is currently the Director of Advisory Compliance at Private Client Services (PCS), a position held since 2024. They previously worked in various roles in the financial industry, including as a Brokerage Specialist/Personal Finance Consultant at Hewitt Financial Services from 2010 to 2014 and as a Financial Advisor at Wells Fargo Advisors, LLC from 2007 to 2010. They also served as Manager of Managed Account Operations at LPL Financial from 2017 to 2019 and held several compliance-related positions, including Assistant Vice President for ERISA Compliance and Senior Compliance Analyst. Jacob holds a degree in Economics from Salisbury University, where they studied from 2001 to 2004.
This person is not in any teams
This person is not in any offices