As a Portfolio Manager, Jake helps manage our proprietary in-house strategies and supports partners with any questions about equity markets.
Jake has been at Carson Wealth for over nine years. Prior to Carson, he worked as a Financial Analyst at SilverStone Group, Inc. He holds a bachelor’s degree in Chemistry and an MBA from Creighton University. He also received his Master’s of Securities Analysis and Portfolio Management (MSAPM) and is a CFA® charterholder.
He enjoys spending time with his family, fishing, reading, and painting. He likes to exercise, and he grows lots of plants.
Cheeseburgers & Tacos
Best piece of financial advice received:
Pay yourself first.
“You must be the change you wish to see in the world.” – Gandhi
If Jake could meet anyone, past or present, it would be:
Leonardo Da Vinci
Pillars of the Earth by Ken Follett
What motivates Jake:
Place Jake would most like to visit:
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