Jake Clemens, CFA, CFP®

Principal

Chicago

Client Advisory

Biography

Jake is a Principal in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for providing financial planning, investment management, estate planning, and tax services.

Prior to joining Cerity Partners, Jake worked as a Relationship Manager at Beacon Trust, where he provided comprehensive financial planning services for high-net-worth individuals. Jake began his career in wealth management as an Associate for Baird.

Education

  • B.A. in Business Administration and a minor in Economics from Illinois Wesleyan University

Highlights

  • Chartered Financial Analyst
  • CERTIFIED FINANCIAL PLANNER™

Q & A

Q:

Why is your work important, especially today?

Our financial lives are more complex than ever. Between portfolio management, taxes, insurance, estate planning, financial planning, equity compensation, and so on, it all can feel very overwhelming. Having someone who can serve as the “quarterback” to oversee all of your financial needs and work in lockstep with your other financial professionals can be incredibly valuable.

What differentiates Cerity Partners from other firms in our space?

The breadth of knowledge and expertise spread across our firm is truly unbelievable. We really mean it when we say we provide holistic wealth management.

What does the world need now more than anything?

More people who are willing to listen first, speak second.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.