Jacob Adkins

Financial Planning Associate at The Kelly Group- Financial Planning and Wealth Management Services
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Contact Information
us****@****om
(386) 825-5501
Location
Harford County, Maryland, United States, US
Languages
  • English -
Skills

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Bio

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Credentials

  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Feb, 2018
    - Nov, 2024

Experience

  • The Kelly Group- Financial Planning and Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Associate
      • Sep 2018 - Present

      - Provide clients with a concierge-type experience starting with the time they initially come to our firm for assistance - Assist lead-advisor in data-gathering with clients, writing personal financial plans, presenting plans and monitor ongoing planning - Manage projects spanning Client Services, Operations and Financial Planning departments. - Provide clients with a concierge-type experience starting with the time they initially come to our firm for assistance - Assist lead-advisor in data-gathering with clients, writing personal financial plans, presenting plans and monitor ongoing planning - Manage projects spanning Client Services, Operations and Financial Planning departments.

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Professional
      • Jan 2018 - Jun 2018

      AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d

  • AXA Advisors, LLC
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advising Intern
      • Jun 2017 - Aug 2017

      - Work alongside Financial Professionals to provide clients with wealth protection, asset management, and financial and estate strategies.- Work directly with the Executive Vice President and multiple District Managers in accommodating clients financial planning needs.- Work alongside Financial Professionals and interns on various projects:Marketing, Branding, Recruiting- Attended numerous different trainings on life insurance, annuities, investments, etc. - Work alongside Financial Professionals to provide clients with wealth protection, asset management, and financial and estate strategies.- Work directly with the Executive Vice President and multiple District Managers in accommodating clients financial planning needs.- Work alongside Financial Professionals and interns on various projects:Marketing, Branding, Recruiting- Attended numerous different trainings on life insurance, annuities, investments, etc.

  • Salisbury University
    • Higher Education
    • 700 & Above Employee
    • Supplemental Instruction
      • Aug 2016 - Dec 2016

      Worked as an in class tutor for Calculus I, MATH160. Worked as an in class tutor for Calculus I, MATH160.

  • F.N.B. Corporation
    • United States
    • Financial Services
    • 700 & Above Employee
    • Summer Intern and Teller
      • May 2016 - Aug 2016

  • Famous Dave's of America
    • United States
    • Restaurants
    • 700 & Above Employee
    • Host/To-go/Waiter
      • Mar 2013 - Aug 2015

Education

  • Salisbury University - Perdue School of Business
    Bachelor’s Degree, Finance
    2014 - 2017
  • Bel Air High School
    High School Diploma, Biomedical Sciences, General
    2009 - 2014

Community

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