Jake Hartzell Email & Phone Number

Let’s Connect If You Are:-Thinking about consolidating retirement accounts.-Responsible for operating a business retirement plan (401(k), 403(b), Defined Benefit, etc.).-Concerned about how to pay for college.-Receiving an inheritance, settlement, or proceeds from the sale of a home or business.-Recently divorced or widowed and want to get a handle on your finances.-New to the Houston area and would like to work with a local advisor.OR:-You would like a second opinion on your financial situation and goals-Your current advisor is not meeting expectations.Jake has been in the financial services industry since 2006 and joined Raymond James in 2017. He is a 3rd generation Financial Advisor. His focus is on developing strategies and solutions for high-net-worth individuals, their families and their businesses to help them meet their short- and long-term financial goals based upon the clients risk tolerance, time horizon, liquidity needs and overall investment goals. Jake’s approach to wealth management is consultative, objective and committed to excellence. First, he takes the time to listen to and review client financial situations, preferences and goals. Second, he offers recommendations for asset allocations designed to accurately reflect each client's income and growth expectations. Asset Allocation does not ensure a profit or protect against loss in declining markets. And third, he follows up with discussions covering a wide range of opportunities, including investments, retirement, and estate planning services. He currently holds his Series 7, 66 license. Jake is a 2004 graduate of University of Houston-Downtown, with a B.A. in business administration.

Listed skills include Retirement Planning, Wealth Management, Financial Advisory, Investments, and 1 others.

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  Financial Planning Consultant

  Raymond James

  Jun 2017 - Present - 580 Westlake Park, Ste 500 Houston,Tx 77079

  Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., member New York Stock Exchange/SIPC

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  University Of Houston-Downtown

  Business Administration And Management, General