Jacob Ford, CAIA®, CSRIC®

About

Jacob Ford is an RVP in the private client group at the firm. His responsibilities include developing the sales channel for the firm’s products in the non-metro DC area. Jacob has more than 10 years of industry experience. Previously, he was an assistant vice president – financial solutions adviser at Merrill Edge, where he provided clients with financial planning services and investment and risk management strategies. He also spent time on the American Century Investments intermediary sales desk, supporting North and Central California wirehouses and RIAs. Jacob studied economics at the University of Missouri-Kansas City and holds the Chartered Alternative Investment Analyst (CAIA®) designation. He also passed Series 7, 63 and 65 licenses and has the CSRIC^® and Chartered SRI Counselor^™ designations. Jacob is a member of the Saint Luke’s East Hospital Ambassador Board. He spends his spare time with his wife and two daughters, is an avid KC Royals fan and enjoys running.