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Jake Daniel Dubose

Savvy

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About Jake Daniel Dubose

Jake Dubose is a financial advisor with Savvy, a firm that provides financial planning and investment management services to individuals, families, and businesses. Jake is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Jake specializes in working with high-net-worth individuals, families, and businesses. Jake has been in the industry for over 16 years and has a deep understanding of the financial markets. Jake is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Jake Dubose is currently registered with Savvy. Savvy Wealth, headquartered in New York, NY, provides financial planning, portfolio management for individuals, and educational seminars. The firm serves individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, and manages over $1.29 billion in assets.
Savvy

900 BROADWAY

NEW YORK, NY 10003

$1.30B

Assets Under Management

66

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jake Dubose’s Registration & Firm History

NY

09/12/2023 - Present

Savvy (NEW YORK NY)

TX

06/29/2007 - 03/24/2017

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

TX

05/05/2006 - 06/13/2007

TD AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

IA

Issued 11/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/10/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jake Daniel Dubose.
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