Jake is a New Jersey native and Co-Founder of Capital Wealth and Tax Management, LLC.
Prior to joining Capital Wealth and Tax Management LLC, Jake worked along side some of the top wealth managers in the industry at Equitable Advisors. He brings his deep knowledge of financial markets, managed portfolios, investment and insurance products to our team.
Jake has a unique expertise in working with the Aviation Community including company benefits, compensation, 401(k) management, and retirement planning.
A Division I Scholar Athlete of Syracuse University, Jake graduated with a Bachelor’s Degree in Finance. Jake holds the Series 7, Series 66, Securities Industry Essentials, and Life Accident and Health Insurance licenses and designations.
Outside of the office, Jake enjoys fishing, surfing, playing soccer, and boating. He is an active member in the community and helps FC Monmouth develop youth soccer players in the Central New Jersey area.