Jacob Robertson

Jacob Robertson has extensive experience in financial services, currently serving as the General Manager at WicPack since January 2022. Prior roles include Financial Advisor at Legacy Financial Advisors LLC and summit wealth solutions, as well as Assistant Trader at Charles Reeder, where responsibilities included fundamental and technical analysis, trade execution, and position monitoring. Jacob also held the position of Office Manager at CBOR LLC, managing client relations and compliance while overseeing trade execution and allocation. Earlier in the career, Jacob worked as a trading floor clerk at Cadent Financial Services LLC, executing customer orders in futures and options markets, and gained valuable experience in back office operations. Jacob holds a Bachelor's Degree in Economics and a minor in Philosophy from the University of Colorado Boulder.