Years of Experience
5-20+ Years
MISSION VIEJO, CA
8 Years Experience
0 Disclosures
ADVISOR BIO
Jake Smith is a registered representative with J.p. Morgan Securities LLC. Jake is based in Mission Viejo, CA and has been in the industry since April 10, 2017. Jake is a Series 6 and Series 63 licensed representative, and holds the SIE designation.
SPECIALIZATIONS
LOS ANGELES, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Jake Alexis is a financial professional with a focus on investment advisory services. Jake has been working in the financial industry since 2019. Jake is currently registered with Citigroup Global Markets Inc. Jake is also registered with Morgan Stanley and RBC Capital Markets, LLC. Jake has a Series 7, Series 66 and SIE license and provides a variety of financial services to clients.
SPECIALIZATIONS
NEWPORT BEACH, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Jake Phillip Parsons is a registered Investment Advisor Representative at Fidelity Personal And Workplace Advisors. Jake has been in the securities industry since 2023, and is currently licensed in California and Texas. Jake has passed the Series 7TO, SIE, Series 63 and Series 65 exams. Jake specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
SPECIALIZATIONS
Berkeley, CA
0 Disclosures
ADVISOR BIO
Jake Birnberg is an investment advisor representative with Empowering Financial in Berkeley, CA. Jake has been in the industry since 2001. Jake holds a Series 65 license. Jake specializes in portfolio management for individuals and financial planning services. Jake is also a licensed insurance agent and real estate agent.
SPECIALIZATIONS
LOS ANGELES, CA
10 Years Experience
0 Disclosures
ADVISOR BIO
Jake Latourette is an investment advisor representative with Hornor, Townsend & Kent, LLC. Jake has been in the financial industry since December 2014. Jake has licenses for both Broker/Dealer and Investment Advisor Representative. Jake has offices in Boca Raton, FL, New York, NY, and Los Angeles, CA.
SPECIALIZATIONS
LOS ANGELES, CA
17 Years Experience
0 Disclosures
ADVISOR BIO
Jake Campos is a financial professional with over 15 years of experience in the securities industry. Jake is currently registered with Stifel, Nicolaus & Company, Inc. in Los Angeles, California. Jake has held prior registrations with Stone & Youngberg LLC and UBS Securities LLC. Jake specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients. Jake is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
Huntington Beach, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Jake Young is a financial professional registered with Cetera Investment Advisers LLC and has been in the industry since 2021. Jake has a Series 7TO, Series 66, and SIE license and provides services to individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Jake specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jake has previous experience with OneAmerica Securities, Inc., American United Life, Capstone Partners, Active Captive Management, Farmers Insurance, Cetera Advisors LLC, and Cetera Investment Advisers LLC. Jake has a current registration with Cetera Investment Advisers LLC and is also registered in Arizona, California, Colorado, Illinois, Michigan, and Tennessee.
SPECIALIZATIONS
SEAL BEACH, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Jake Orr is a financial advisor with UBS Financial Services Inc., a firm with over $50 billion in assets under management. Jake has been in the industry since 2023 and has held previous roles with Ameriprise Financial Services, LLC. Jake has earned the Series 7TO and SIE exams and holds an active Series 66 license. Jake specializes in providing financial advice to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
SPECIALIZATIONS
LOS ANGELES, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Jake Stuart Weiner is a financial advisor with Goldman Sachs & Co. LLC based in Los Angeles, California. Jake is registered with the state of California and 52 other states. Jake has over 3 years of experience in the financial industry and has a broad range of expertise, including securities, commodities, and investment advisory services. Jake is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
WOODLAND HILLS, CA
5 Years Experience
0 Disclosures
ADVISOR BIO
Jake Harrison Rosen is an active financial advisor at Edward Jones. Jake has been working in the industry since June 3, 2020 and has a strong track record of success. Jake holds the Series 7TO, Series 66 and SIE licenses and is registered with the Financial Industry Regulatory Authority (FINRA) as well as with the states of California and Texas. Jake is a certified Financial Planner, and focuses on providing financial advice and services to individuals and families. Jake is passionate about helping clients achieve their financial goals and is committed to providing personalized service. Jake is also a valuable resource for clients seeking guidance on a range of financial planning needs, including retirement planning, college savings, and estate planning.
SPECIALIZATIONS
