Marc Jacobs
Branch Office Administrator at I'm Unable To Delete This Page So I'm Doing This
Based in Huntington Beach, United States
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Seniority
Staff
Department
Operations
Location
Huntington Beach
Industry
Advertising Services
Company size
11
Contact information
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m•••••••@fakewebsiteaddress.com
Phone
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Background
About Marc Jacobs
I free advisors to focus on clients by owning the operations. At Edward Jones I supported a Financial Advisor from entry level to Level 7, scaling to $65M AUC, and helped start up one of SoCal’s first shared offices ($700M+ AUC). I handle onboarding, scheduling, documentation, expense tracking, Salesforce/MoneyGuide adoption, and team training, always with a client-first mindset.
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