Jacob Li — Wealth Management Associate · Stratos Private Wealth

Jacob Li — Wealth Management Associate · Stratos Private Wealth · San Diego, California, United States.

Direct contact

No direct contact on file for Jacob yet.

Experience

Wealth Management AssociateCurrent
Stratos Private Wealth · San Diego, CA
Nov 2025 – Present
Associate Financial Analyst
Qualcomm · San Diego, California, United States
Jun 2023 – May 2025

Education

Washington University in St. Louis — Bachelor of Arts - BA, Economics, Finance · 2019 – May 2023
Torrey Pines High School · 2015 – 2019

Skills

Python (Programming Language)WordPressHubSpotYardi VoyagerMicrosoft ExcelMicrosoft PowerPointTableauEnglishWritingTime ManagementCommunicationPresentations

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