Jake Chambers

Jake Chambers Email and Phone Number

Financial Planner @ Creative Planning Inc.
United States
Jake Chambers's Location
United States, United States
Jake Chambers's Contact Details

Jake Chambers personal email

n/a
About Jake Chambers

Jake Chambers is a Financial Planner at Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*.Creative Planning manages $75.6 billion as of March 31, 2021 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.

Jake Chambers's Current Company Details
Creative Planning Inc.

Creative Planning Inc.

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Financial Planner
United States
Website:
creativeplanning.com
Employees:
1946
Jake Chambers Work Experience Details
  • Creative Planning Inc.
    Financial Planner
    Creative Planning Inc.
    United States
    View
  • Rts Financial
    Business Development Manager
    Rts Financial Oct 2023 - Present
    Overland Park, Ks, Us
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  • Creative Planning Inc.
    Financial Planner
    Creative Planning Inc. Dec 2018 - Oct 2023
    Overland Park, Kansas, Us
    Jake Chambers is a Financial Planner at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages over $35 billion for clients in all 50 states and 2 territories.SpecialtiesWealth Management, Investment Management for Individuals, Businesses, and Charities
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Apr 2016 - Nov 2018
    Milwaukee, Wi, Us
    I help individuals achieve a more secure future by working to understand their situation and to build a relationship that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.
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Jake Chambers Skills

Customer Service Strategic Planning Business Strategy Marketing Strategy Teamwork Cross Functional Team Leadership Team Building Team Leadership Time Management Time And Attendance Customer Satisfaction Customer Relations Customer Retention Microsoft Office Inventory Management Training Merchandising Budgets Finance Financial Planning Financial Analysis Life Insurance Disability Insurance Annuity Sales Leadership

Jake Chambers Education Details

  • Northwest Missouri State University
    Northwest Missouri State University
    And Related Support Services

Frequently Asked Questions about Jake Chambers

What company does Jake Chambers work for?

Jake Chambers works for Creative Planning Inc.

What is Jake Chambers's role at the current company?

Jake Chambers's current role is Financial Planner.

What is Jake Chambers's email address?

Jake Chambers's email address is jc****@****ond.com

What schools did Jake Chambers attend?

Jake Chambers attended Northwest Missouri State University.

What skills is Jake Chambers known for?

Jake Chambers has skills like Customer Service, Strategic Planning, Business Strategy, Marketing Strategy, Teamwork, Cross Functional Team Leadership, Team Building, Team Leadership, Time Management, Time And Attendance, Customer Satisfaction, Customer Relations.

Who are Jake Chambers's colleagues?

Jake Chambers's colleagues are Gabe Adams, Cfp®, Mspfp, Nick Bedlan, Cfa, Cfp®, John Modzelewski, Cfp®, Mike Giefer, Jd, Cfp®, Abeaku Jackson-Kuofie, Mba, Cfp®, Amanda Hessler, Lindsey Baumann.

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