Jake Wallace

About Jake Wallace

I am a Certified Financial Planner™ and Certified Exit Planning Advisor®.I work with Business owners, and families by providing financial planning services and investment advice. If you have recently been laid off and have questions about your financial future, and what your options are with your previous employer\'s retirement plan you can reach me at j•••@townsquareconsulting.com or call me at Investment Advisory Services offered through Capital Square, LLC, a Registered Investment Advisor-IMPORTANT DISCLOSURE INFORMATIONPlease remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Capital Square, LLC), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Capital Square, LLC. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Capital Square, LLC is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Capital Square, LLC’s current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: Capital Square, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Capital Square, LLC’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

Experience

1. Partner

   Town Square Wealth Management & Consulting

   Aug 2024 — Present · Fairhope, AL, US

   761 Middle St, Fairhope, AL

Education

• Bond University

  Economics, Finance

  2006 — 2006

• Spring Hill College

  BS

  2003 — 2007