Jacob M. Clark, AWMA®

Wealth Advisor in Residency

Jacob M. Clark is a Wealth Advisor in Residency at Clearwater Capital Partners. Jacob graduated from Illinois State University in the spring of 2020, majoring in Business Administration & Management. While at Illinois State Jacob was an active participant in the Phi Kappa Psi Fraternity.

Jacob previously worked at Tesla, Inc. as an Operations Specialist, helping insource the Remarketing used car documentation operation. He brings other financial industry experience from Federated Bank in Onarga Illinois and as a summer intern at the Tranel Financial Group. Jacob started as a teller his freshman year of college at Federated Bank and finished his time in operations, specializing in client data aggregation. His most fond memory of working at Federated Bank was processing Payroll Protection Program loans during the COVID-19 pandemic, which helped fund numerous small businesses in the surrounding communities. During his internship at Tranel, Jacob had the unique opportunity to sit in on advisor meetings, work in operations, gather data for their portfolio management team, and attend the Global Leadership Summit.

In his free time, Jacob enjoys watching the Chicago Bears and Cubs as well as working out. Jacob frequently visits his small hometown, Onarga, to visit with family, friends, and to get away from the city.