Jake began his investment industry career in 1995 and joined Stifel in 2020. He enjoys being a financial advisor because he is given the opportunity to help individuals and families create, apply, and manage investment portfolios while planning to determine how different returns can influence outcomes.Approach
Jake believes that risk mitigation is a critical element to long-term success and a good investment has more upside potential then downside risk. He generally takes an overall holistic approach to investments – 70% traditional asset allocation through advisory-based services, 30% tactical investment strategies.Licenses and Certifications
- Series 7, General Securities Representative
- Series 63, Uniform Securities State Agent
- Series 65, Investment Advisor Representative
- Certified Investment Management Analyst® Designation
- Certified Private Wealth Advisor®Designation
- Chartered Retirement Planning Counselor®Designation
- Certified Divorce Financial Analyst®Designation
- Retirement Management Advisor®Designation
Outside the office, Jake enjoys spending time with his family, attending concerts, golfing, and volunteering. He is the former treasurer and a past board member for the St. Louis Chapter of the Society of Financial Service Professionals.Use of the CDFA designation does not imply that Stifel or its associates are acting as experts in this field, nor do Stifel or its Financial Advisors provide legal or mediation advice. The knowledge gained from attaining the designation helps the advisor better understand the divorce processin working with clients and their legal and tax advisors as it relates to the client’s overall investment planning and wealth management.
Asset allocation does not ensure a profit or protect against loss.