Jake Marshall
Managing Director at Wealth Enhancement Group - The Kings Point Team
- Role
- Managing Director at Wealth Enhancement
- Location
- Great Neck, NY, US
- LinkedIn followers
- 500 followers
About Jake Marshall
Portfolio Design and Management for High Net worth Investors, Foundations and Endowments.
Experience
Managing Director
Jun 2022 — Present · NY, US
Wealth Enhancement Group is an independent planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Advisory services are offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisory representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC.For a list of states in which I am licensed to do business, please visit
Education
Emory University - Goizueta Business School
BBA, Finance
1991 — 1995
Skills
- Capital Markets
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Etfs
- Fixed Income
- Equities
- Portfolio Management
- Investments
- Series 63
- Investment Management
- Bloomberg
- Bonds
- Asset Management
- Securities
- Investment Advisory
- Wealth Management Services
- Equity Research
- Asset Managment
- Wealth Management
- Hedge Funds
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