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Leah Jacot

Wealth Advisor at Dynamic Wealth Advisors

Intro Book

Seasoned financial professional with 20+ years of experience in investment advisory and wealth management.

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Location

Vista, California, United States, US

Skills

Investment Advisory
Retirement
Financial Advisory
Finance
Investments
Iras
Wealth Management
401k Rollovers
Roth Ira
401k
Financial Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$125.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Leah has over 20 years of experience in the financial industry, which is a significant amount of time. She has worked with various companies and has expertise in multiple areas, including investment advisory, wealth management, and retirement planning. Location is Vista, California, which is not a major hub for finance, but still a good location. Considering her experience and skills, I would estimate her rate to be around $125 per hour, which is below average for a financial professional with her level of experience. However, this is still a good rate considering her expertise and the fact that she has worked with multiple companies.

Bio

Generated by

Topline AI

Leah Jacot is a seasoned financial professional with over 20 years of experience in investment advisory, wealth management, and retirement planning. She has worked with various companies, including Dynamic Wealth Advisors, Financial Advisors of America Inc., SagePoint Financial, JPMorgan Chase, UBS, Geotest, Wyle Electronics, and GigaTrend. Leah holds a BS degree from California State University-San Marcos and has expertise in IRAs, 401k rollovers, and financial planning.

Experience

Dynamic Wealth Advisors
- Las Vegas, NV
- Wealth Advisor
  - Mar 2011 - Mar 2014
  - Las Vegas, NV
Financial Advisors of America Inc.
- Las Vegas, Nevada Area
- IAR
  - Mar 2011 - 2013
  - Las Vegas, Nevada Area
SagePoint Financial
- Investment Advisor Representative
  - 2005 - Mar 2011
  Active management of investment and retirement accounts. We are an independent RIA that can help in preparing for retirement or investing fund accumulated withing existing plans.
JPMorgan Chase
- Financial Advisor & Personal banker
  - 2004 - 2005
UBS
- Financial Advisor
  - 2002 - 2003
Geotest
- Sales
  - Jan 2001 - Oct 2002
Wyle Electronics
- Sales
  - 1997 - 1999
GigaTrend
- Int'l Sales Rep
  - 1993 - 1996

Education

1991 - 1994

California State University-San Marcos - College of Business Administration
BS

1991 - 1994
1990 - 1991

University of San Diego
None, Business Administration and Management, General

1990 - 1991
1988 - 1991

San Diego Mesa College
AA, Business Administration and Management, General

1988 - 1991
Washburn High

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Leah Jacot

Refer a Friend to Get
100 Credits For FREE

$125.0

Hourly Rate