Experience and Education
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.
Jake has been recognized as a Five Star Professional from 2015-2017 by KC Business Magazine and Kansas City Magazine. In 2020, Jake was named to Forbes’ Best-In-State Wealth Advisors list, ranking #6 in Kansas.
The Five Star Wealth Manager award is given by Five Star Professional. To receive the award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria, including registration as an investment advisory representative, employment as a credentialed professional in the financial services industry for a minimum of five years, favorable regulatory and compliant history, firm review based on internal firm standards and accepting new clients. The award is not indicative of the wealth manager’s future performance. Wealth managers do not pay a fee to be considered or placed in the final list of Five Star Wealth Managers. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional, KC Business Magazine or Kansas City Magazine. To view the full disclosure and award criteria, visit: https://www.fivestarprofessional.com/awardwinners/KCWM.
Forbes’ 2020 Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms. The ranking is based on an algorithm of qualitative criteria and quantitative data, in combination with telephone and in-person meetings from a pool of nearly 32,000 nominated advisors. Those advisors selected have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. Advisors do not pay a fee for placement on the list, which is independently determined by Shook Research. For additional information, visit https://www.forbes.com/sites/rjshook/2020/01/16/forbes-best-in-state-wealth-advisors-methodology-2020/#3eacaecdfedc.