Exit Planning Institute - Find a CEPA

Jake began his investment industry career in 1994 and joined Stifel in 2020 after spending 21 years at Merrill Lynch. He completed the Yale School of Management Investment Management Theory and Practice: A CIMA® Certification Registered Education Program in 2020. Jake completed graduate-level coursework in Estate Planning at The American College of Financial Services in 2022. He focuses on multi-generational wealth planning and is proud to serve clients in 19 different states.

Jake is a member of The Estate Planning Council of St. Louis. He is the former Treasurer and board member of the St. Louis Chapter, Society of Financial Service Professionals. He has served as a panel member for the Investments and Wealth Institute assisting in the design of examination content for the Certified Private Wealth Advisor CPWA® examination, The Certified Investment Management Analyst CIMA® examination, and the Retirement Management Analyst RMA® examination. Outside of work, he enjoys golf and spending time with his wife and children.

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