”I specialize in building strong client relationships and delivering an excellent client service experience.”
Welcome Jacob Hammons, Director of Client Relations!
We are very excited to announce Jacob Hammons as Director of Client Relations to Globe Wealth’s growing Client Relations Team. Jacob is passionate about helping clients confidently navigate their financial lives. He understands the importance of personalized service, attention to detail, and treating people with respect. He will focus on building strong client relationships and delivering an excellent client service experience. Jacob graduated from Eastern Kentucky University with a Bachelor of Business Administration in Finance. He earned his Series 7 and 66 registrations in 2020, along with his life and health insurance licenses. He has 6 years of industry experience working for Cetera Investment Services and Thrivent Investment Management. Outside of work, he enjoys watching/attending sporting events, golfing, hiking, watching movies, and spending time with his family. Jacob and his wife, Katherine, are preparing to welcome their first child this fall.
Professional Designations and Registrations:
- Securities Industry Essentials® [SIE®] Exam
- Series 7 – General Securities Representative Exam
- Series 66 – Uniform Combined State Law Exam
- Life and Health Insurance Producer
Jacob's Core Responsibilities:
Client Service & Relationship Management | Account Opening & Servicing | Compliance & Regulatory Awareness
- Provide excellent client service and respond to client inquiries in a timely manner
- Prepare, send, and follow up with client account paperwork
- Confirm every new client receives the proper compliance materials such as Form CRS, Rollover Acknowledgement Form, "Things to Know Before a Rollover", etc.
- Promote our digital tools like the client portal to improve client engagement
- Ensure client databases are updated and accurately managed
Jacob is a registered administrative assistant with Cetera Advisors LLC, member FINRA/SIPC.
Cetera is under separate ownership from any other named entity.
