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Jacob Longinette

Client Service Manager

Jacob Longinette strives to help his clients in any way he can. He always knew he wanted an opportunity to help others with his career, and he is passionately driven to provide world-class client service.

Jacob joined the Koeneman Team in 2020 as a Client Service Manager after graduating from The University of Alabama with a B.S. in both Finance and Economics. At UA, Jacob was involved in several finance organizations which sparked his interest in wealth management. Also, he is an aspiring entrepreneur, having completed a startup program through UA.

Jacob collaborates with Advisors and Partners to develop tailored investment strategies and manages various client requests, ensuring seamless client service and satisfaction.

Jacob enjoys traveling, weight training, racquet sports, and cheering on the Alabama Crimson Tide, the Buffalo Bills, and all St. Louis sports. He embraces a variety of volunteering and community involvement opportunities and is also an alumnus of St. Louis University High.

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

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June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

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Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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