Jake Skelhorn

About Jake Skelhorn

I am a passionate Financial Advisor and the proud co-founder of Spark Wealth Advisors, a financial advisory firm dedicated to empowering individuals and families to achieve confidence in their financial futures. My expertise includes financial planning, portfolio management, tax planning, and tax-efficient savings & withdrawal strategies, all tailored to meet the unique needs of my clients.After gaining valuable experience in one of the most prominent financial institutions in the industry, I launched my own firm to focus more closely on personalized financial solutions, especially for the underserved LGBTQ+ community. I understand the distinct financial challenges and opportunities faced by this community and am committed to providing the specialized guidance needed to enhance financial well-being.At Spark Wealth Advisors, my partner and I offer comprehensive services in investment management, retirement planning, and tax planning. We are all about building lasting relationships, ensuring transparency, and walking alongside our clients at every financial milestone.Beyond advising, I actively contribute to financial education through social media, aiming to demystify complex financial concepts and encourage informed decision-making. Connect with me to learn how we can work together to bring confidence and clarity to your financial life.

Experience

1. Partner & Wealth Advisor

   Spark Wealth Advisors

   Mar 2024 — Present · Jacksonville, FL, US

   My husband Chris and I founded Spark Wealth Advisors to provide a place for our community to let their guard down when discussing their unique values, priorities, and financial situation. Modern financial advice goes far beyond investments, and we believe should be a personal relationship with a trusted partner who you can also call a friend (and crack occasional jokes with). Not all of our clients identify as LGBTQ+, but they are allies - a non-negotiable for working with us.We engage all clients in ongoing comprehensive financial planning, including- Cash Flow & Budgeting- Equity & Executive Compensation- Risk Management (Insurance Review)- Retirement Income Planning- Tax Planning- Investment Management- Estate PlanningSpark Wealth Advisors is- Fee-Only: We do not accept third-party commissions related to selling financial products, reducing conflicts of interest- Independent: Our recommendations are unbiased as we have no corporate affiliations or quotas to satisfy- Fiduciary: We act in our clients\' best interests at all times, as legally and ethically required.Click \"Start Planning\" at the top of my profile to schedule an introductory call!

Education

• Florida Gulf Coast University

  Bachelor of Science - BS

  2012 — 2017

Skills

• Data Analysis
• Microsoft Powerpoint
• Microsoft Office
• Microsoft Excel
• Bloomberg Software
• Customer Service
• Series 66
• Microsoft Word
• Series 7
• Time Management
• Interpersonal Communication