Jake has been a licensed financial advisor with LPL Financial since 2012. He is a CFA® charterholder as well as a Certified Financial Planner (CFP®). His financial practice is built around 3 generations and 40+ years of wealth management. While Jake's main focus is serving clients in the Nashville and San Diego area, he now assists nearly 200 clients across 16 states.
The benefit of working with LPL Financial is our independence. With over 40 years of experience in the industry, our team has narrowed down a unique and effective investment philosophy. What makes us different is our ability to personalize every portfolio and do the management ourselves. We strive to limit the out-of-pocket costs to our clients by working on a fee basis rather than a commission schedule. This aligns our interest’s with the clients’ and creates a conflict-free environment. You can have confidence that when we make a suggestion in your portfolio, it is not to earn a quick commission, but rather it is for the betterment of the account.
Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017/2018/2019/2021/2022/2023 Five Star Wealth Managers.