Jacob Luke
About Jacob Luke
Jacob Luke is a Portfolio Associate at Signature Estate & Investment Advisors, LLC, with a background in business development and project management in the financial services industry. He previously founded Long Road Coffee Roasters and worked as an Enterprise Account Executive at Balboa Capital.
Work at Signature Estate & Investment Advisors
Jacob Luke serves as a Portfolio Associate at Signature Estate & Investment Advisors, LLC. He has been in this role since 2021, contributing to the financial services industry in the Greater Los Angeles Area. His responsibilities include managing investment portfolios and supporting clients in achieving their financial goals. Luke's expertise in project management enhances his ability to oversee various financial projects effectively.
Previous Experience at Long Road Coffee Roasters
Prior to his current position, Jacob Luke founded Long Road Coffee Roasters in Orange County, California, where he worked from 2017 to 2020. During his three years as founder, he developed business strategies and operational processes that contributed to the establishment of the coffee brand. This experience provided him with valuable insights into business development and entrepreneurship.
Experience at Balboa Capital
Jacob Luke worked as an Enterprise Account Executive at Balboa Capital from 2020 to 2021. In this role, he focused on business development within the financial sector, managing client accounts and driving sales initiatives. His tenure at Balboa Capital enhanced his skills in client relations and financial services.
Education and Expertise
Jacob Luke earned his Bachelor's degree in Financial Planning and Services from California State University, Fullerton, College of Business and Economics. He studied from 2018 to 2020, gaining foundational knowledge in financial principles and practices. His educational background supports his expertise in project management and business development within the financial services industry.
Leadership Skills and Team Contributions
Jacob Luke has demonstrated leadership skills throughout his career. In his various roles, he has contributed to team success and project outcomes, showcasing his ability to lead initiatives and collaborate effectively with colleagues. His leadership experience is an asset in his current role as a Portfolio Associate.