Jacob R. Ball CFP®
Consultant
Education

B.S.B in Finance and Accounting, Indiana University

Professional Certifications

CERTIFIED FINANCIAL PLANNER™ certificant

Personal

Avid Indiana sports fan, especially the Indiana Pacers and all IU sports teams, aspiring at-home chef who enjoys experimenting with new recipes, exploring the city of Chicago through restaurants and farmers markets, and traveling the world

Jacob R. Ball

As a Consultant, Jacob works closely with senior consultants and directors to provide investment management and financial planning services to individuals, families and foundations. He has earned the CERTIFIED FINANCIAL PLANNER™ certification in 2024 to better serve Altair’s clients. He is currently working to obtain his Chartered Financial Analyst® designation.

Jacob joined Altair as a Client Services Intern in 2021 and became a permanent team member in 2022. He graduated from Indiana University with a bachelor’s degree in finance and accounting. He was a member of the Wealth Management Workshop in the Kelley School of Business.

Jacob is originally from Indianapolis and now resides in Chicago’s Lakeview neighborhood.