Jacob Luke currently serves as the RFP Department Manager and previously held positions as Senior Portfolio Associate and Portfolio Associate at Signature Estate & Investment Advisors, LLC since April 2021. Prior experience includes working as an Enterprise Account Executive at Balboa Capital from January 2020 to April 2021. Jacob is also the founder of Long Road Coffee Roasters, a venture inspired by a passion for adventure and coffee, which involved a sourcing trip to multiple coffee farms in Mexico. Jacob holds a Bachelor of Arts in Financial Planning and Services from Cal State Fullerton, College of Business and Economics.
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Signature Estate & Investment Advisors, LLC
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Signature Estate & Investment Advisors offers investment management and financial planning services tailored to the unique needs of affluent individuals, institutions, and corporations.