Project Description

513-791-9258
PERSONAL BIO

Jacob Petrie CFP®

Financial Advisor

Jacob Petrie joined 9258 Wealth Management in late 2020 and serves the firm as a Financial Advisor. He is a graduate of Ohio State University, where he received a Bachelor of Science in Consumer and Family Financial Services, and brings more than six years of financial services experience to the team.

Jacob spent the last six years working for Fidelity Investments where he helped clients with retirement planning. During that time, he was able to earn his CFP® designation and a Master of Business Administration from Thomas More University.

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