Jake Anderson
Vice President - External Wholesaler at Franklin Templeton Investments
- Role
- VP - Market Leader (External - Eastern Wisconsin) at Franklin Templeton
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jake Anderson
With 13 years of experience at Franklin Templeton Investments, I support my clients with expertise in a variety of investment products, goal-focused investment solutions, market insight, and practice management.I represent Franklin Templeton Investments and its global and domestic equity, fixed income, and alternative products across Distributors, LLC (“FD, LLC”) is the principal distributor of Franklin Templeton’s (“FT’s”) U.S. registered products, which are available only in jurisdictions where an offer or solicitation of such products is permitted under applicable law. Statements and messages are intended for U.S. residents only.This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy.Products, services, and information may not be available in all jurisdictions and are offered outside the U.S. by other FT affiliates and/or their distributors as local laws and regulation permits.All investments involve risk including possible loss of principal.FD, LLC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. FD, LLC will not accept purchase or sale orders via LinkedIn or its messaging systems. FD, LLC is not responsible for content posted by third parties. Never disclose FT account or personal financial information on LinkedIn. LinkedIn is owned by a third-party unaffiliated with FT and FT is not responsible for the privacy or security policies or content of LinkedIn or other sites that may be linked to LinkedIn. Your personal data may be subject to our Privacy & Cookies Notice which you can read here: regardless of where the data originates.US readers: Franklin Distributors, LLC only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at readers: View our Terms and Conditions at Franklin Templeton. All rights reserved./COMPLIANCE:2023-72/
Experience
VP - Market Leader (External - Eastern Wisconsin)
Jul 2017 — Present · Milwaukee, WI, US
2023 Divisional Market Leader of the Year2024 Divisional Market Leader of the Year
Education
The Wharton School
Certified Investment Management Analyst (CIMA), Executive Education
2017 — 2017
UC San Diego
Bachelor of Arts (BA), Political Science
Universidad La Complutense de Madrid
Study Abroad, Spanish
California State University-Sacramento
Masters of Business Administration (MBA), Finance
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