Jake Homolash
Financial Planner at Prudential Advisors
- Role
- Financial Planner at Prudential Advisors
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Jake Homolash
I believe financial planning should be personal, practical, and tailored to what matters most to you. My goal is to help people make informed, confident decisions about their finances, backed by a clear, actionable plan for the future.As a Financial Planner with Prudential, I work with individuals, families, and business owners to design comprehensive financial plans built around their unique goals and priorities. Through a collaborative and transparent process, I partner with my clients — and their other trusted advisors when needed — to bring clarity to their financial picture and help them navigate important decisions with confidence.Whether you’re focused on seeking to grow wealth, preserving what you’ve built, or preparing for life’s next chapter, I’m here to provide guidance, structure, and ongoing support every step of the way.My financial planning services cover:• Retirement planning• Education planning• Estate planning strategies• Risk Management• Insurance Needs• Investment Planning• Funding for a Major Purpose• Current Net Worth and Cash Flow StatementsJake Homolash is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor. Member FINRA/SIPC, and an affiliate of LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.” LPLE and LPL Financial are not affiliated with Prudential.Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Financial Planner
Oct 2023 — Present · Tampa, FL, US
Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on strategies for the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors, and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients adjust due to our ever-changing environment.
Education
Florida Atlantic University
Bachelor of Business Administration - BBA
2019 — 2023
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