Jake Ratana
Client Service Associate
Jake is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Jake graduated from the University of California, Santa Barbara, with a Bachelor of Arts degree in History and currently resides in Irvine, CA. Outside of the office, he enjoys trail running, practicing yoga, playing pickleball, listening to podcasts, and getting lost in a good book. He also enjoys spending quality time with friends and family and is a devout fan of the Ultimate Fighting Championship (UFC).
