Jake Withnell

About Jake Withnell

Jake Withnell is a third-generation son of an auto dealer who has been immersed in the automotive industry his entire life. Today, he specializes in helping auto and RV dealers optimize and invest their reinsurance assets. As a CPA and Certified Financial Planner™ with deep expertise in reinsurance structures and the tax nuances specific to the industry, Jake is a trusted advisor for dealer principals looking to enhance the long-term value of their businesses and personal wealth.Jake’s passion for finance began early, inspired by conversations with his grandfather about compound interest and stock investing. That foundation led him to earn a bachelor’s degree in accounting and finance from Eastern Washington University, where he also played tight end for the Eagles and earned four-time Big Sky Conference First Team All-Academic honors.He began his career as a CPA with KPMG, auditing financial statements and preparing tax returns for businesses and individuals. But Jake wanted to work more personally with clients, guiding their financial futures—not just their tax filings. Since joining JGP Wealth Management, Jake leads the specialized reinsurance investment niche and works with more than 40 auto dealer clients nationwide. In addition to his work with auto and RV dealer clients, Jake also serves business owners, public company executives, and retirees—helping them build investment plans and financial strategies tailored to their goals. His high-touch, transparent approach aims to give clients confidence and clarity, so they can focus on what matters most.To learn more about Jake and JGP Wealth Management, call 50••••••50, email j••••••••@jgpwealth.com.JGP Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where JGP Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by JGP Wealth Management, LLC unless a client service agreement is in place.

Experience

1. Financial Advisor & Reinsurance Lead, CPA & Cfp

   Jgp Wealth Management

   Jan 2018 — Present

   At JGP Wealth Management, our process is focused on helping you gain the confidence you need to work toward your dreams while we assess, monitor and update your financial plan as your life — and goals — evolve. Along the way, we’ll coordinate with your tax, accounting, HR and legal advisors to help ensure all aspects of your financial picture are aligned and consistently supporting your vision for the future.

Education

• Eastern Washington University

  Bachelor of Arts in Business Administration - Double Major, Professional Accounting & Finance, Accounting and Finance

Skills

• Team Management
• College Football
• Income Tax
• Sports
• Cost Accounting
• Accounting
• Public Speaking
• Financial Accounting
• Time Management
• Corporate Tax
• Microsoft Word
• Tax Accounting
• Investments
• Microsoft Excel
• Leadership
• Microsoft Office
• Finance