Jake began at Symphony Financial Services, Inc., in 2019, working with retirement plan sponsors and participants. Prior to joining Symphony, he spent 3 years working investment operations for a firm in Cleveland. He graduated from the University of Cincinnati with a Bachelor’s Degree in Business Administration. He holds the FINRA Series 6 & 63 registration with LPL Financial.
Jake resides in Akron, Ohio. In his free time, he enjoys cooking, traveling, and hiking.