Jacob Wade
expertise
Personal finance, accounting, credit cards, investing, life insurance
currently
Personal Finance Writer
education
Art Institute of Seattle

Highlights

  • Jacob Wade is a personal finance expert who has covered credit cards, investing, insurance, and tax issues for more than a decade.
  • Jacob was an Internal Revenue Service enrolled agent for five years, preparing individual and small business tax returns.
  • In addition to his work for The Balance, Jacob has written professionally for LendingTree, CompareCards, Investing Answers, and other widely-followed personal finance sites. 
  • He’s been a featured expert on CBS News, MSN Money, Forbes, Nasdaq, Yahoo! Finance, Go Banking Rates, AOL Finance, and others.

Experience

Jacob Wade is a personal finance expert who has covered credit cards, investing, insurance, and tax issues for 10+ years. Jacob has written professionally for LendingTree, CompareCards, Investing Answers, and other widely-followed personal finance sites. He has been writing about life insurance and cryptocurrencies for The Balance since 2017.

Jacob’s experience in personal finance includes five years as an Internal Revenue Service enrolled agent at an accredited CPA firm, where he prepared tax returns for individuals and small businesses.

In addition to his current writing for The Balance , Jacob has written about budgeting, saving money, paying off debt, and investing.

Education

Jacob Wade earned an Associate of Art degree in 2007 from the Art Institute of Seattle. In 2012, Jacob earned his Enrolled Agent license and began working for a CPA firm, preparing personal and small-business tax returns. He held this license until 2017.