Jakob Boley
ASSOCIATE, WEALTH MANAGEMENT
Jakob is an Associate, Wealth Management, at Choreo in Davenport, IA. In his current role, he gathers, consolidates, interprets and presents client information to help advisors prepare comprehensive goal-oriented plans for current and prospective clients.
Jakob is a recent graduate from the University of Iowa’s Tippie College of Business with a degree in Finance. He is passionate about helping individuals and families plan with purpose and confidence, and he's grateful to do that work in the community that he's always called home.
Outside of work, Jakob and his fiancée, Bella, enjoy staying active through exercise, spending time with family, and getting out on the golf course.
PROFESSIONAL REGISTRATIONS
- Series 66
EDUCATION
- BBA in Finance, Tippie College of Business, University of Iowa
