Jacob Rees is the Client Service Associate at Truuwater and plays a key role in maintaining our high standard of care for each client. As our Client Service Associate, Jacob is responsible for scheduling and preparing client meetings, processing financial transactions, and providing administrative support to the Truuwater Team.
Jacob graduated from UCLA with a bachelor’s degree in Economics and was an active member of Beta Theta Pi and the UCLA swim and dive team. After graduation, Jacob worked for MacLean Capital Advisors as an Investment Associate. In his free time, Jacob enjoys NBA basketball, motocross, and volunteering at his local animal shelter.
Truuwater Financial | 12340 El Camino Real | Suite 310 | San Diego, CA 92130 | 833-777-TRUU
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