Jacob Statz currently serves as Vice President/Investments at Stifel Financial Corp., a position held since July 2023, following a progression through various roles within the company. Prior to this, Jacob accumulated extensive experience in the financial sector as a Financial Advisor at Merrill Lynch from February 2015 to June 2023, and as a Private Client Banker at JPMorgan Chase from August 2013 to February 2015. Additional roles include Private Wealth Associate at J.P. Morgan and Personal Banker at Chase Bank, with early experience as Managing Account Executive at Woodbury Financial Services. Academic credentials include an MBA in Business Administration from Butler University and a Bachelor of Science in Business with a focus on Marketing from Indiana University Bloomington.
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