Before joining Finger Lakes Investments, Jake graduated from Coastal Carolina's AACSB accredited Wall College of Business with a BS degree in Finance while focusing on a concentration in Wealth Management. Jake holds his Series 7, 63, and 66 FINRA licenses as well as a NYS Life Accident & Health Agent license.
After several years of experience in the investment world, he was interested in joining a practice that was more in-line with his values and beliefs. Jake says, "Joining my father's practice has been a lifelong dream of mine, seeing him help people reach their financial goals has been so impactful and drives me to help in the same way for many years to come".
In his free time, Jake enjoys golfing, and spending as much time at the lake as possible with friends and family.