Jacob Maurice in

Jacob Maurice

Examiner · DISC type cs
Analyst at J.P. Morgan Asset Management
📍 New York City Metropolitan Area, United States

Jacob is an Analyst at J. P. Morgan Asset Management, holding Series 7 and 63 certifications. He is a graduate of The College of New Jersey, where he earned a Bachelor of Science degree, and previously served as a Portfolio Manager for the universitys student investment fund.

A dedicated student-athlete in college, Jacob was a member of the football team. His commitment to balancing athletics and academics was recognized through multiple awards, showcasing his discipline and high performance both on the field and in his studies.

He was honored as the 2023 Earl H. Dean Scholar-Leader-Athlete by the Delaware Valley Chapter of the National Football Foundation.

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Experience
2 Years
Current Role
Analyst
Job Level
Junior
Location
New York City Metropolitan Area, United States
Personality Overview

How Jacob shows up

Process Oriented
Overcautious
Tough To Convince

Being observant comes to them naturally. The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Jacob cares about

Asset Management
He works as a Client Analyst at J. P. Morgan Asset Management and was previously a Portfolio Manager for a student investment fund.
Wholesaling Diversity
Recently attended the Association for Wholesaling Diversity (AWD) National Conference, indicating an interest in industry inclusivity and professional development.
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Career

Work history

7-2024
Analyst
J.P. Morgan Asset Management
8-2023 - 5-2024
Portfolio Manager
Herbert B. Mayo Student Investment Fund - TCNJ
6-2023 - 8-2023
Wealth Management Intern
New Horizons Wealth Management LLC
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2020 - 5-2024
Bachelor of Science - BS
The College of New Jersey
9-2016 - 5-2020
High School Diploma
Seton Hall Preparatory School
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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