Jacob Wharton

Investment Advisor Representative

Jacob joined Worcester Advisors in 2024 as a Wealth Management Analyst, where he supported the firm’s financial advisory and portfolio management efforts. Jacob has experience across various facets of financial services and client support, having held roles with nonprofit organizations, educational institutions, and prior financial services positions throughout his career. After completing his Master Degree, he joined the firm full time as an Investment Advisor.

Originally from Worcester, Massachusetts, Jacob remains engaged in the local community. Outside of his professional pursuits, he enjoys staying active in local events, and likes to spend as much time outdoors as possible.

Jacob has passed the Series 65 exam and is appointed as an Investment Advisor with Worcester Advisors.

Jacob graduated from Wheaton College with a Bachelor of Science in Business, with a concentration in finance and business analytics. During his time at Wheaton, he played on the lacrosse team and was the team captain. After graduating from Wheaton, he pursued his Master of Science in Finance at Clark University.

Connect with me: