Jacob Fenlason started as a Planner Assistant for Heritage Financial Consultants while attending college, joining full-time as a Client Relationship Analyst in 2016. In his current role as Client Relationship Manager, Jacob is responsible for overseeing the client Annual Review process and coordinating the support staff. Additionally, he is responsible for the creation and implementation of financial plans, associated analyses, and maintaining the practice’s wealth management platform.
Jacob graduated from Towson University with a B.S. in Finance.
- CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
- Series 7 securities registered
- Life and Health insurance licensed
- B.S., Towson University