Jake delivers comprehensive financial planning tailored to meet the ambitious goals of his clients. With a commitment to continuous professional development and a passion fueled by his client’s enthusiasm, Jake ensures that each financial plan is customized, data-driven and aligned with each client’s distinct financial situation.
Jake adopts a personalized approach to investment planning. He has extensive experience in vetting and employing bespoke investment strategies that prioritize capital preservation, creative income strategies, and tax efficient growth options.
Jake has more than 9 years of experience in the financial services industry. Prior to joining Raymond James in 2017, Jake worked at myCIO Wealth Partners as a Financial Analyst in Philadelphia. Earlier in his career, he was a Performance Tennis Coach at Merion Cricket Club in Haverford, Pennsylvania.
Jake played collegiate tennis at St. Leo University, graduating with a Bachelor’s degree in Sport Business. He is a Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary (AIF®). Jake also holds his Series 7 & 66 licenses.
Jake is a native of Bournemouth, located on the South West Coast of England and now lives in San Luis Obispo, CA. Jake is a seasoned traveler, having resided in the UK, Australia and the United States. During his time off, he enjoys outdoor activities, with a passion for ocean swimming and surfing. Jake remains active in tennis competitions and is an avid golfer.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
