John Jacob is a finance professional with a background in mergers and acquisitions, currently serving as a Mergers and Acquisitions Associate at Wealth Partners Capital Group, LLC since February 2022. Prior experience includes roles as an Internal Wholesaler at MFS Investment Management from December 2018 to February 2022 and as a Brokerage Investment Professional at Vanguard between August 2017 and October 2018. John Jacob holds a Bachelor of Science in Business Administration with a concentration in Finance from The Ohio State University Fisher College of Business, completed in 2017, and is a graduate of St. Xavier High School, class of 2013.
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Wealth Partners Capital Group, LLC
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCG’s mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of September 30, 2024, WPCG has executed 125 M&A transactions on behalf of its partner firms, representing over $45 billion in acquired AUA.