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Jake joined Trove Private Wealth™ in January of 2022. He serves as a Service Advisor supporting the team in all functions related to planning and investing as they continue to grow in their capacity to help more clients realize their financial goals.
Jake earned a Bachelor’s in Finance from Stonehill College in 2020, graduating 1st in his class for Finance. With a life-long sense of intellectual curiosity, he spends a lot of time learning and reading about topics that interest him, including economics, finance, geopolitics, history, and philosophy.
Jake enjoys his time away from work by spending time with friends, playing sports, traveling, and pursuing his childhood passion of improving his guitar playing skills.
72 Taunton Street
Plainville, MA 02762
P: 781.489.9800
info@trovepw.com
Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 · (800) 765-5201. Trove Private Wealth™ is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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