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Biography

Jake is a Wealth Planner in the Raleigh office. He is a member of the advisory team, providing financial plans & strategies that help clients meet their financial and life goals.

Prior to joining Cerity Partners, Jake worked as a Financial Planner at Cook Wealth.

In his spare time, Jake enjoys playing pickleball, grabbing a cup of coffee with friends, and reading a good book at a local shop!

Learn more about my practice.

Education

  • B.B.A from Liberty University
  • M.B.A from Liberty University

Highlights

  • Treasurer of the Financial Planning Association of the Triangle (24 – Present)
  • Serves as a mentor to Providence Church college students

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Learn about our Privacy Policy

By submitting the form, 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.