Jake Stollmeyer is a 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, strategy-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that Jake believes sets him 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 with your goals through long-term financial strategies using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans), and more.
A native of Fishers, Indiana, Jake graduated from Indiana University in 2015 with a bachelor’s degree in biology. Jake currently lives in Valley Village, California with his wife, Alexa, and their two dogs, Cody and Stella. When not working, Jake is an avid chess enthusiast who also enjoys playing soccer, snow skiing and taking his dogs to the beach. He joined Raymond James in 2023.