Jake joined the JRB Wealth Management team in 2022 and is eager to bring a fresh perspective to the experienced and accomplished firm. Jake graduated from the Leon Hess Business School at Monmouth University with honors in 2022 and honed his leadership and interpersonal skills as an integral member of the Tau Delta Phi fraternity where he held several positions. Jake also participated in the Finance and Economics club at Monmouth University where he spent extra hours building knowledge related to finance and investments.
Jake quickly completed and passed the necessary registration exams to put him on the fast track to becoming a financial advisor, including passing the Securities Industry Essentials Examination, the Series 7 examination, and the Series 66 examination. Jake is also registered to sell life insurance in the state of Pennsylvania. He uses this knowledge and specialization to build financial plans for his clients at any stage of life and pairs that with careful and precise wealth management to reach any desired goals.
He was inspired to become a financial advisor after watching and learning from his father, who has made it his life’s work to manage his clients’ wealth safely and effectively to provide a prosperous and stress-free life and retirement. Jake aims to provide similar guidance and care, whether it is helping clients build wealth in their professional years, or helping clients achieve a comfortable and care-free retirement.
When Jake is not in the office, he loves to spend his free time golfing with friends, exercising in the gym, and reading on the beach with his girlfriend. He is excited to serve his community for many years to come and to help all those looking for assistance meet their financial objectives.