Jake Winner

Wealth Management | Financial Advisor

Role
Financial Services Consultant at Guidehouse
Location
Austin, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jake Winner

As a Wealth Management Financial Advisor, I lead a team of professionals who support individuals and families with their financial planning needs. We provide comprehensive and tailored solutions for investment, insurance, retirement, and estate planning.

Experience

  1. Financial Services Consultant

    Guidehouse

    Jul 2024 — Present · New York, NY, US

Education

  • University of Virginia

    Bachelor's degree, Quantitative Economics

    2020 — 2024

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Jake Winner — Financial Services Consultant at Guidehouse in Austin, TX, US | Unifers