ADVISOR BIO

Jake Clemens is a financial advisor at Cerity Partners LLC in Chicago. He is a Certified Financial Planner™ and a Chartered Financial Analyst. Jake has over 5 years of experience in the financial industry. Jake specializes in retirement planning, investment management, and college savings. Jake also has experience in tax services and bill pay. Jake is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Jake Glading is a financial advisor with Morgan Stanley. Jake has been in the industry since January 20, 2021. Jake has a wide range of experience, having previously worked at GWFS Equities, Inc. and Vestwell. Jake specializes in providing financial planning, asset allocation advice, portfolio management for individuals, businesses, and investment companies, pension consulting and educational seminars.

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ADVISOR BIO

Jake Gustafson is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in Chicago, IL. Jake has been working in the financial industry since August 2009 and is registered with the state of Illinois and Texas. Jake has a broad range of experience in the financial industry, including experience at Robert W. Baird & Co. Incorporated and Bank of America, N.A. Jake holds several licenses, including Series 7, 24, 52TO, 53, 66, 79TO, 87 and SIE. Jake is a dedicated financial advisor committed to providing personalized financial advice and services to meet the specific needs of each client.

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ADVISOR BIO

Jake Robert Fleming is a financial advisor with Morgan Stanley. Jake has been working in the financial services industry since 2022. Jake has a strong background in the financial services industry and holds several licenses and certifications. Jake is registered in 53 states and 2 territories. Jake is a Series 7, 66, and SIE licensed professional and provides a wide range of financial services to individuals, families, and businesses.

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ADVISOR BIO

Jakob W Marringa is a financial advisor registered with the state of Illinois. Jakob W Marringa is also registered with the state of Oklahoma. Jakob W Marringa is affiliated with United Capital Financial Advisors, LLC, and has been with the firm since January 2009. Jakob W Marringa has the Chartered Financial Analyst designation. Jakob W Marringa specializes in the following areas: Financial planning, Portfolio management for individuals, Portfolio management for businesses, Pension consulting, Educational seminars, Selection of other advisors, Publication of periodicals, and Other. United Capital Financial Advisors, LLC has offices located in Irving, Texas. The firm manages over $17 billion in assets. The firm provides services to individuals, corporations, charitable organizations, pension and profit sharing plans, and investment companies. The firm's services include financial planning, portfolio management, and pension consulting.

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ADVISOR BIO

Jakub Chyla is a financial advisor at J.P. Morgan Securities LLC. Jakub has been in the industry since 2020. Jakub has a Series 63 and Series 6TO licenses. Jakub is registered in Illinois. J.P. Morgan Securities LLC is a large, national firm with offices in multiple states. The firm offers a wide range of financial services, including investment management, financial planning, and retirement planning. Jakub specializes in individual clients, providing financial advice on retirement planning, investment management, and other financial planning needs.

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ADVISOR BIO

Jalen Hill is an investment advisor representative currently registered with Nuveen Asset Management, LLC. Jalen is also registered in 53 states and territories as a broker-dealer. Jalen has a Series 66, Series 7TO, and SIE license. Jalen has been in the financial industry for 2 years. Jalen specializes in providing financial advice to individuals, corporations, and investment companies. Jalen has experience in the financial services industry and investment advising.

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ADVISOR BIO

Jalen Frazier is an investment advisor representative registered with J.p. Morgan Securities LLC. Jalen is a licensed investment advisor representative in 53 states and the District of Columbia. Jalen has been in the financial services industry for more than 2 years. Jalen has a Series 66, Series 7TO, and SIE license. Jalen is a registered investment advisor with J.p. Morgan Securities LLC. The firm has more than $50 billion in assets under management and a total of 262,026 clients. J.p. Morgan Securities LLC is a registered investment adviser that provides financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Jalen also works as an employee/contractor for eBay, GOAT, and STOCKX, which are e-commerce platforms.

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ADVISOR BIO

James Snyder is a financial advisor with over two years of experience in the financial industry. James Snyder has a Series 3, Series 7, and Series 66 license. James Snyder is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in both Illinois and Texas. Previously, James Snyder was employed with Goldman Sachs & Co. LLC. James Snyder is registered in all 50 states as a broker-dealer and in both Illinois and Texas as an Investment Advisor Representative.

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ADVISOR BIO

James Mestdagh is a financial advisor with Morgan Stanley. James has over 10 years of experience in the financial services industry. Before joining Morgan Stanley in November of 2022, James was a registered representative with J.P. Morgan Securities LLC. James holds Series 7, 9, 10, 24, 66, and SIE licenses. James is registered in 53 states and the District of Columbia as a broker-dealer. James also is registered in Illinois and Texas as an investment advisor representative. James is a dedicated professional with a proven track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS