Jacob established his practice, Zenith Investment Management, in 2016. Prior to that, Jacob was an Investment Consultant with TD Ameritrade where he was responsible for 400 households that represented approximately $620 million dollars in total assets. He was also previously an Investment Representative with Fidelity Investments. During his tenure with TD Ameritrade and Fidelity, Jacob largely worked with high net worth clients in service, financial planning, investment management, and trading.
Although Jacob has extensive experience in all facets of the financial services industry, he specializes in retirement planning, investment management, tax efficient investment strategies, and wealth preservation. Jacob works closely with clients to collaboratively develop solutions to meet their specific financial goals. Over the course of his career, Jacob has helped hundreds of clients develop and execute their often-complex financial plans and investment portfolios.
Jacob graduated from Arizona State University with a Bachelor of Science in Housing and Urban Development. Originally from Mexico City, he is also fluent in Spanish. Jacob and his wife live in San Diego, California with their two dogs, Achilles and Tillman. In his spare time, Jacob enjoys golfing, volunteering with local organizations, and spending time outdoors with his family.