Jacob Powell

Paraplanner | Business Finance | Excel, Power BI |

Role
Paraplanner at Affinity Wealth Advisory Group, A Private Wealth Advisory Practice Of Ameriprise Financial Svcs, Llc
Location
Phoenix, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jacob Powell

As an experienced paraplanner with a passion for helping clients achieve financial…

Experience

  1. Paraplanner

    Affinity Wealth Advisory Group, A Private Wealth Advisory Practice Of Ameriprise Financial Svcs, Llc

    Present

Education

  • Brigham Young University - Idaho

    Bachelor of Business Finance, Business and Personal/Financial Services Marketing Operations

    2020 — 2023

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Jacob Powell — Paraplanner at Affinity Wealth Advisory Group, A Private Wealth Advisory Practice Of Ameriprise Financial Svcs, Llc in Phoenix, AZ, US | Unifers