Profil
Mr. Jacob D.
Weaver is a President & Senior Investment Advisor at Lau Associates LLC.
With over 20 years of experience at Lau Associates, As President, he manages the business and chairs the firm’s Steering Committee, where he works with the leadership team to provide strategic direction for the business.
As Senior Investment Advisor, he works with individual clients to help them grow their assets, reduce portfolio risk and meet their long-term objectives.
He also heads the firm’s Investment Committee, which gives him the opportunity to share his expertise on investments and manager selection with the team to develop sound investment strategies for the clients.
He holds a B.A.
in Economics from the University of Delaware and received the CMFC designation in 2008.
Anciens postes connus de Jake Weaver
| Sociétés | Poste | Fin |
|---|---|---|
Lau Associates LLC
 Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | President | - |
Formation de Jake Weaver
| University of Delaware | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 1 |
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Lau Associates LLC
Lau Associates LLC Investment ManagersFinance Founded in 1985, Lau Associates LLC is a wealth management firm and registered investment advisor located in Greenville, Delaware. The firm was formerly known as Formerly Lau Olmstead LLC. They provide financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. | Finance |
