Jake Holaday

Lead Planning Advisor | Enrolled Agent

Role
Financial Advisor at Palante Wealth Advisors
Location
Jackson, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Jake Holaday

As the Lead Planning Advisor at Palante Wealth Advisors, I specialize in Tax Strategies…

Experience

  1. Financial Advisor

    Palante Wealth Advisors

    Oct 2024 — Present · NJ, US

Education

  • Hartfield Academy

    High School Diploma

  • Wheaton College

    Bachelor of Arts - BA, Divinity/Ministry

  • Florida Atlantic University

    Master of Business Administration - MBA, Finance

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Jake Holaday — Financial Advisor at Palante Wealth Advisors in Jackson, US | Unifers