Jake Kopczyk is a Certified Financial Planner™ professional who holds the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He also holds the professional designations of Certified Exit Planning Advisor® and Accredited Asset Management Specialist®.
Jake specializes in providing personalized financial advice and proactive planning, taking into account each client’s unique goals and circumstances across different life stages and family dynamics. Jake's clientele spans from young professionals embarking on their financial journeys to Florida Retirement System (FRS) and corporate retirees in helping preserve and grow their wealth for future generations. He also assists with small business owners in guiding them with their exit readiness, valuation expectations, and equity structuring through his proprietary Exit Hacking Strategy using an in-house software tool.
Originally from Chicago, IL, Jake graduated from the University of Miami with a double major in Communications & Education. Jake is actively involved in his community where he serves on the University of Miami Citizens Board and is the President of the Special Olympics Florida Social League of Miami. Outside of work, Jake and his wife, Alexandra, enjoy an active lifestyle, including golf, basketball, pickleball, fishing, and volunteering at local charities. He joined Raymond James in 2021.
Giving Back: Jake believes in sharing his success within the community. He is passionate about donating his time and money in the many organizations that strengthen the local communities where we live, work and do business. He donates 1% of his yearly earnings to local charities and organizations such as Special Olympics Florida, BLUE Missions, the Salvation Army, St. Augustine Catholic Church, among others.
A PERSONAL VIEW
Q: What is your favorite kind of trip?
Somewhere warm near a beach. My family and I travel to Aruba almost every year in the summer to relax and recharge. We’ve shared a lot of fond memories there and it’s become one of our favorite traditions.
Q: How do you spend your time outside of the office?
Spending time with my wife, being active whether it’s basketball, golf, pickleball, fishing or lobstering. I also enjoy volunteering in the local community & getting together with family and friends.
Q: If you weren’t doing what you do today, what other job would you have?
I would be a Firefighter. I grew up next to a Fire Station (Engine 112) in Chicago, IL and always admired their duty to protect others.
Q: What’s the one thing that might surprise others about you?
I don’t drink coffee.
Q: What’s the best of advice you received?
"Life moves pretty fast. If you don’t stop and look around once in a while, you could miss it." – Ferris Bueller
Q: How do you define success?
Success is doing right by my clients, family, and community. Money is a byproduct of doing those three things to the best of your ability.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
