Designations and Education
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Certified Financial Planner ™ (CFP®)
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Financial Planning Association of Utah
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Bachelor of Science in Economics, University of Utah
Career
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Financial Planner, Assoc., DMBA, 2015 to present
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Investments data analyst, DMBA, 2010-2015
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Financial advisor, AXA Equitable, 2009-2010
Financial Management Experience and Philosophy
Jake brings his experience as a financial advisor and investments data analyst to his financial paraplanner role at DMBA. In his work with clients,
Jake likes to help them feel comfortable with their financial situation through support and motivation. What do you want to use your money for?
What are your goals in life and retirement? They’re basic but useful questions he poses to clients “to really get to the bottom of
why someone needs financial advice."
Personal
Born and raised in Utah, Jake and his wife, Amber, live in North Salt Lake with their children. Jake served his mission in
Recife Brazil and speaks Portuguese. He also coaches Little League soccer and plays soccer in his free time.