Jake Murphy

About Jake Murphy

Operations Associate at Capital Wealth Advisors\' Charlotte office, where I support client…

Experience

1. Operations Associate

   Capital Wealth Advisors

   Jun 2025 — Present · Charlotte, NC, US

   Operations Associate at Capital Wealth Advisors\' Charlotte office, where I support client service, account operations, and the firm’s day-to-day business activities.Before joining Capital Wealth Advisors in 2025, I interned at Raymond James Financial Services. I bring a strong foundation in leadership and teamwork, developed as a Division I student-athlete and through military leadership training at the U.S. Air Force Academy. I later transferred to UNC Wilmington, where I continued my basketball career and earned a degree in Finance.CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice.The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates.CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor\'s past or future performance, and are not an endorsement of CWA by any third-party.Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.