Jacob Maurer

Junior Financial Consultant at Florida Financial Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Jacksonville, Florida, United States, US

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Credentials

  • 2-14 Life and Variable Annuities License
    Florida Department of Financial Services
    Sep, 2023
    - Nov, 2024
  • Series 65
    FINRA
    Aug, 2023
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    Jul, 2023
    - Nov, 2024

Experience

  • Florida Financial Advisors
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Junior Financial Consultant
      • Jun 2023 - Present

      -Helping people reach their financial goals through financial planning, wealth management, tax strategies, and insurance strategies and business owner services -Assist with 401(k) strategies, retirement planning, employee benefits optimization, education planning, and estate planning -Helping people reach their financial goals through financial planning, wealth management, tax strategies, and insurance strategies and business owner services -Assist with 401(k) strategies, retirement planning, employee benefits optimization, education planning, and estate planning

  • Gatto, Pope & Walwick, LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Intern
      • Jun 2022 - Apr 2023

      -Assisting in the preparation/data entry of tax returns for individuals, corporations, and partnerships. -Reviewed brokerage account forms to enter stock sales into ProSystems FX -Maintaining and organizing tax records/files -Communicating with clients/FTB to gather necessary information for tax preparation -Assisting in the preparation/data entry of tax returns for individuals, corporations, and partnerships. -Reviewed brokerage account forms to enter stock sales into ProSystems FX -Maintaining and organizing tax records/files -Communicating with clients/FTB to gather necessary information for tax preparation

  • Marco's Pizza (Marco's Franchising, LLC)
    • United States
    • Restaurants
    • 700 & Above Employee
    • Team Member
      • Jul 2021 - Sep 2021

      -Providing excellent customer service and resolving customer complaints in a professional manner -Assisting in maintaining accurate inventory levels and placing orders for supplies as needed -Collecting payment for orders, including handling cash and processing credit card transactions -Providing excellent customer service and resolving customer complaints in a professional manner -Assisting in maintaining accurate inventory levels and placing orders for supplies as needed -Collecting payment for orders, including handling cash and processing credit card transactions

  • Wiens Family Cellars
    • United States
    • Beverage Manufacturing
    • 1 - 100 Employee
    • Barback / Busser
      • May 2017 - Sep 2019

      -Assisting bartenders in preparing and serving drinks to customers -Maintaining a clean and well-stocked bar, including glasses, liquor, and garnishes -Keeping track of inventory levels and placing orders for additional supplies as needed -Assisting bartenders in preparing and serving drinks to customers -Maintaining a clean and well-stocked bar, including glasses, liquor, and garnishes -Keeping track of inventory levels and placing orders for additional supplies as needed

  • Temecula Valley Inline Hockey Association
    • Temecula, California, United States
    • Hockey Referee
      • May 2014 - Sep 2019

      -Communicating effectively with players, coaches, and other officials to maintain control of the game -Making effective use of hand signals and verbal communication to explain decisions to players, coaches, and fans -Participating in training and professional development opportunities to stay current with rule changes and advancements in the sport -Communicating effectively with players, coaches, and other officials to maintain control of the game -Making effective use of hand signals and verbal communication to explain decisions to players, coaches, and fans -Participating in training and professional development opportunities to stay current with rule changes and advancements in the sport

Education

  • UC San Diego
    Bachelor's degree, Economics and Accounting
    2019 - 2023
  • Temecula Valley High School
    2015 - 2019

Community

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