Jacob Balmer
About Jacob Balmer
Jacob Balmer is an Associate Banker at JPMorgan Chase & Co., where he has worked since 2019. He has a background in finance from the University of South Florida and previously served as a Tax Specialist at PwC.
Work at JPMorgan Chase & Co.
Jacob Balmer has been employed at JPMorgan Chase & Co. since 2016, initially serving as a Bank Teller in the Tampa/St. Petersburg, Florida Area. In 2019, he transitioned to the role of Associate Banker in Lithia, where he has continued to work for five years. His responsibilities include acclimating customers to new features on Chase.com and servicing client accounts. He also escalates customer issues to the appropriate administration to ensure effective resolution.
Education and Expertise
Jacob Balmer studied at the University of South Florida from 2014 to 2018, where he earned a degree in Finance, General. This educational background has provided him with a solid foundation in financial principles, which he applies in his current banking roles. His expertise in finance supports his ability to assist clients effectively and navigate the banking environment.
Background in Taxation
Before joining JPMorgan Chase & Co., Jacob Balmer worked at PwC as a Tax Specialist from 2019 to 2020 in the Tampa/St. Petersburg, Florida Area. This role allowed him to gain experience in tax-related matters, further enhancing his financial knowledge and skills. His background in taxation contributes to his overall proficiency in the financial services sector.