Spending most of his time in our Huntsville location, Jake has been working in the securities industry since 1997. He spent his first eight years in the industry at Morgan Stanley before going independent with LPL Financial in 2004. He is a Registered Principal with and holds the Series 7, 31, 24, 63, and 65 registrations through LPL Financial. He is also licensed as a Life, Health, and Variable Life agent in the state of Alabama.
In 2005 Jake received his CFP® designation from the Certified Financial Planner Board of Standards, Inc. and is an active member of the Financial Planning Association (FPA).
Jake lives in Madison with his wife Katherine and their three sons Joshua, Jacob, and Joseph.