Jacob Kennedy, CFP®, AWMA®️ in

Jacob Kennedy, CFP®, AWMA®️

Sharpshooter · DISC type CD
VP, Financial Consultant at Charles Schwab
📍 Cincinnati, Ohio, 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
12 Years
Current Role
VP, Financial Consultant
Job Level
Senior
Location
Cincinnati, Ohio, United States
Personality Overview

How Jacob shows up

Fast But Analytical
Thorough Evaluator
Rigorous & Demanding

They like to move fast and expect the same from others. More than the product, they care about the impact of the product. They take a lot of pride in personal achievements.

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

6-2021
VP, Financial Consultant
Charles Schwab
6-2019 - 6-2021
Financial Consultant Partner
Charles Schwab
6-2017 - 6-2019
Workplace Planning & Advice Consultant II
Fidelity Investments
11-2014 - 6-2017
Workplace Planning & Guidance Consultant I
Fidelity Investments
7-2013 - 11-2014
Financial Representative II
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2018
Certificate
Xavier University
2009 - 2017
Bachelor of Fine Arts - BFA
University of Cincinnati
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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