Mariner Wealth Advisors
Jake works with high-net-worth individuals and institutions to help them develop investment policies, asset allocation solutions and multigenerational wealth planning strategies.
Prior to joining Mariner Wealth Advisors, he was a global customer service satisfaction controller for Novellus Systems, where he managed and controlled eight different regions throughout the world.
Jake has a bachelor’s degree in accounting and finance from the University of Idaho.
Mariner Wealth Advisors
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders.