Jake Haas is a Branch Manager and Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Jake believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with personal attention and a commitment to his clients’ best interests, that sets Jake apart.
Jake is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Jake works hard to enhance and preserve your investments while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs and 401(k)s), estate planning, and more.
A native of Atlanta, Jake graduated from Appalachian State University with a Bachelor of Science in Finance and Banking. He holds the designations of Certified Investment Management AnalystSM (CIMA®), and Certified Plan Fiduciary Advisor® (CPFA®). When not working, Jake enjoys the outdoors. Prior to joining Raymond James in 2021, Jake was with Merrill Lynch since 2013.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.