Jake serves as an advisor associate in our Reston, VA office, supporting the team’s advisors in managing client relationships and assisting them with all aspects of the financial planning process.
Previously, Jake worked as a Client Associate at Merrill Lynch, helping clients with financial planning. He is also a graduate of Virginia Tech, where he earned a degree in Finance through the university’s CFP® Certification Education Option. In school, he was an active member of several organizations and volunteering opportunities, including the Student Chapter of the Financial Planning Association and his fraternity’s Philanthropy Committee.
Originally from Pennsylvania, Jake now resides in Arlington, VA and enjoys watching Pittsburgh sports and staying active in his free time.
Previous Experience
- Client Associate at Merrill Lynch
Education & Credentials
- BS, Virginia Polytechnic Institute and State University, Finance
- Certified Financial Planner™ (CFP®)
- Series 65 license
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
