Jacob Hong, CEPA AIF in

Jacob Hong, CEPA AIF

Inquirer · DISC type cd
Chief Wealth Management Officer at Archford
📍 Caseyville, Illinois, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Chief Wealth Management Officer
Job Level
Leadership
Location
Caseyville, Illinois, United States
Personality Overview

How Jacob shows up

Demanding
ROI Conscious
Upfront

They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople. They care equally about the product and its potential impact.

Priorities

Topics Jacob cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2014
Chief Wealth Management Officer
Archford
1-2014 - 7-2024
Wealth Management Advisor & COO
Archford
4-2001 - 1-2014
Financial Reporting & Analysis lead
Accenture
11-1999 - 4-2001
Accountant
TransUnion
9-1996 - 11-1999
Accountant
Gateway property management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2002
Master of Business Administration (MBA)
Northern Illinois University
1990 - 1996
Bachelor of Science (BS)
Eastern Illinois University
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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