Jake Pool
Retired Vice President / Financial Advisor at Janney Montgomery Scott
- Role
- Vice President Wealth Management, Financial Advisor at Janney Montgomery Scott LLC
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
About Jake Pool
As a financial advisor to individuals and companies for over 25 years, I make recommendations in line with clients\' individual needs, to allow my clients to focus on their businesses and personal lives. We can also create a customized roadmap designed to meet clients objectives. Our relationships with high net worth clients are first and foremost built on honesty, mutual understanding, and trust resulting in a high rate of client retention and referrals.
Experience
Vice President Wealth Management, Financial Advisor
Jun 2010 — Present
Financial Advisor working closely with high net worth clients through all of life\'s changing events, and financial challenges
Education
St. Lawrence University
B.S., Geology
1974 — 1978
University of Michigan - Stephen M. Ross School of Business
MBA, Finance, General
1984 — 1986
Skills
- Investment Management
- Trading
- Wealth Management Services
- Finance
- Family Office
- New Business Development
- Financial Planning
- Series 65
- Alternative Investments
- Securities
- Estate Planning
- Retirement Planning
- Asset Management
- Financial Advisory
- Real Estate Analysis
- Series 63
- Client Service
- Money Management
- Mutual Funds
- Asset Allocation
- Wealth Management
- Retirement
- Series 7
- Investment Advisory
- Portfolio Management
- Global Wealth Management
- Etfs
- Investments
- 401(K) Retirement Savings Plans
- Private Banking
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