Jake is an Associate Wealth Advisor in the Beacon Pointe Roseland, New Jersey office and is responsible for providing a personalized wealth management experience by partnering with Beacon Pointe’s investment and financial planning teams. His duties include asset allocation modeling, investment strategy implementation, portfolio performance reporting, and client services. A magna cum laude graduate of Elon University, he earned a Bachelor of Science in Business Administration (BSBA) in Finance with a minor in Economics. Jake is currently pursuing his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, reflecting his commitment to providing thoughtful, comprehensive financial guidance. Outside of work, he enjoys spending time on the golf course, staying active, and supporting the San Francisco 49ers.
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