Jake Jones

About Jake Jones

Most of the people I work with are not behind financially.They just feel that way.They have built wealth through discipline, long hours, business ownership, or steady investing. On paper, they are doing well. In reality, their money is spread out, sitting idle, or operating without coordination.Cash feels safe until inflation quietly erodes progress.And guessing at what to do next feels reckless.I work best with disciplined individuals and families who know they do not need hype or shortcuts. They want clarity. They want structure. They want to understand what is working, what is idle, and how to make intentional decisions with the wealth they have already built.My role is to help bring order to complexity so decisions feel calmer and more confident over time.At SA3 Wealth, my work centers on:• Capital coordination and planning• Thoughtful cash and investment strategy• Long-term retirement and legacy considerations• Creating written plans that reflect real life, not theoryI do not work with everyone.I work best with people who value guidance, appreciate clarity, and want a thoughtful partner rather than a salesperson.If that sounds like you, we will probably have a good conversation.

Experience

1. Wealth Manager

   Sa3 Wealth

   Sep 2025 — Present

   I help hardworking families, business owners, and professionals gain clarity and confidence about their financial future. Too many people feel uncertain about whether they’re on track, my mission is to change that.As a Financial Advisor with SA3 Wealth, I specialize in building written financial plans that protect, grow, and optimize wealth across generations. From retirement strategies to income protection and tax-efficient planning, I work to create roadmaps that give families peace of mind today and freedom tomorrow.What makes me different? I focus on the people behind the numbers. The backbone of America deserves financial strategies that are clear, practical, and built around real-life goals.

Education

• Southern New Hampshire University

  Bachelor's degree, Business management

  2017 — 2019

• Southern New Hampshire University

  Bachelor's degree, Business Administration

  2017 — 2019