Jake has been in the Financial Services Industry since 1999. Jake is a fourth generation Financial Advisor in Central Indiana and his family has been in the Financial Advisory business since the 1920s. His great grandfather started his business in Muncie and expanded that business to Kokomo, Indiana and other parts of Central Indiana. His grandfather and father continued his business in Muncie, but he has expanded it again back to the Kokomo area by partnering with Jackson Financial Group, LLC. and joining their office in addition to the Muncie office. In his combined offices, he partners with three other advisors with over 110 years in combined investment experience in order to give their clients suitable advice on how to help them meet their goals and objectives. His business is primarily focused on retirement planning and estate planning. Jake takes a very in-depth approach to understanding each client's financial situation before giving any financial advice to make sure each client is given the best possible path to help achieve their financial goals and objectives. Jake has been nominated for Ball State University's Graduate of the Last Decade Award and has been named to Muncie Magazine's 20 under 40 List. Most recently, Forbes Magazine named Jake in their article about the Top Next-Gen Wealth Advisors in America*. In his spare time, Jake enjoys working out, playing golf, and spending time with his nieces and nephews.
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*Data provided by SHOOKTM Research, LLC Data as of 3/31/2018. SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Out of 5,832 advisors considered, 1000 made the final list in 2018. For more information see www.SHOOKresearch.com.
1 Minimum account sizes are general since it can vary depending on a range of circumstances..
2 Advisors are judged on individual contribution but total team assets are shown, which can include one or more additional advisors.
3 Minimum account sizes are general since it can vary depending on a range of circumstances.