Jake Lindsey
Wealth advisor helping individuals and small businesses build for the future in the greater north Georgia area.
- Role
- Wealth Advisor at The Avenue Wealth Management Group
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
About Jake Lindsey
After ten years in operations management in the manufacturing industry, I transitioned to the financial services industry to help individuals, families, and small businesses plan for their financial futures. My past experience provided me with the real world knowledge to understand what individuals want and need both today and when planning for 10, 20, even 30 years down the road. I strive to build meaningful, long-lasting relationships with clients while helping them achieve their financial goals.In my spare time, I enjoy spending time with my wife and watching our daughter grow! I enjoy playing golf, hiking, reading, hunting and fishing and anything related to University of Georgia athletics.I graduated with a Bachelor of Business Administration (B.B.A.) focused in Banking and Finance from The University of Georgia in 2012.
Experience
Wealth Advisor
The Avenue Wealth Management Group
Apr 2023 — Present · Watkinsville, GA, US
Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. The Avenue Wealth Management Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Banking and Finance
2010 — 2012
The University of Georgia
Bachelor of Science (BS), Agricultural Engineering
2005 — 2010
Skills
- Strategic Planning
- Manufacturing
- Purchase Management
- Microsoft Office
- Management
- Purchasing
- Finance
- Product Development
- Supply Chain
- Inventory Management
- Supply Chain Management
- Job Costing
- Teamwork
- Negotiation
- Engineering
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