• Jake C. Hartzell

    Financial Planning Consultant

What attracted Jake to investment services, and proved to be his greatest resource and inspiration, was   his family – he is a third generation financial advisor.

His goals are to provide financial independence for his clients and complete satisfaction with services rendered.

Jake’s advisory career beginnings were with Banc of America Investments in 2006 and Merrill Lynch in 2009. He joined Raymond James in 2017.

“As a Raymond James financial advisor, I focus on connecting all the dots of clients’ financial lives to help them prioritize and pursue the goals that matter most to them,” Jake said. “I work with individuals and families to understand their financial situations and help them articulate both short- and long-term goals. I can then recommend a financial strategy aligned with what they want to achieve.”

Originally from Houston, Jake graduated with a Bachelor of Business Administration degree from the University of Houston-Downtown.

When away from the office, he enjoys spending time with his wife, Cherie, and their children, Raven and Saige, at their home in Katy, Texas.