Advisor profile

Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Executive Compensation and Benefit Strategies
  • Financial Strategies for LGBTQ Couples and Families

Education

  • Business Studies, University of Utah 2017
  • Bachelor's of Business in Finance, Idaho State University 2019

Previous experience

  • Financial Advisor, Edward Jones, 2019-2024; Salt Lake City, Utah
  • Insurance Marketing, American Family Insurance, 2017-2018; Pocatello, Idaho

Jake’s Background

Just a man with a plan and an attitude of ’I can!’

I’m an honest, hard-working man at heart. I’m also super passionate helping others find, define, cultivate, and develop a strategy towards their biggest life goals.

My career with Ameriprise has allowed me to help many investors and families throughout the country stay on track towards their financial goals.

Jake’s Areas of Expertise:

  • Retirement Strategies
  • Wealth and Tax Planning
  • Life, Disability, & Key-Person Insurance
  • Estate and Legacy

Interests

  • Real Estate Investing
  • Gaming + Virtual Reality
  • Boating
  • Hiking
  • Traveling to Tropical Locations
  • Spending time with Family and Friends
  • Relaxing at home or at a Spa
  • Getting to know about and serve others in my community

My photos

1 albums
close