Jake Frank
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Jake Frank Email & Phone Number

Associate Investment Advisor at Raymond James Ltd.
Location: Calgary, Alberta, Canada 6 work roles 2 schools
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Current company
Role
Associate Investment Advisor
Location
Calgary, Alberta, Canada
Company size

Who is Jake Frank? Overview

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Quick answer

Jake Frank is listed as Associate Investment Advisor at Raymond James Ltd., a company with 1433 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Jake Frank.

Jake Frank previously worked as Associate at Acumen Capital Partners and Personal Banking Associate at Td. Jake Frank holds Bachelor Of Business Administration - Bba, Finance, General from Mount Royal University.

Company email context

Email format at Raymond James Ltd.

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Raymond James Ltd.

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Profile bio

About Jake Frank

Recent finance and marketing graduate from Mount Royal University. I am eager to apply the knowledge I have gained throughout my education and work experiences in the financial sector.

Current workplace

Jake Frank's current company

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Raymond James Ltd.
Raymond James Ltd.
Associate Investment Advisor
Calgary, AB, CA
Website
Employees
1433
AeroLeads page
6 roles

Jake Frank work experience

A career timeline built from the work history available for this profile.

Personal Banking Associate

Td

- Engage customers in day-to-day advice needs, credit and loan applications, account openings, and customer problem resolution related to banking solutions.- Understand customer needs to recommend appropriate solutions and guide customers to the right contact person while exercising good judgment in confidential matters.- Support the frontline staff with.

Apr 2023 - Jan 2024

Financial Journalist

Calgary, Alberta, Canada

  • Wrote and published articles pertaining to finance and the economy.
  • Managed social media platforms.
  • Helped edit promotional YouTube content for clients.
  • Updated contestants of Pinnacle Digest’s monthly Stock Challenge.
May 2021 - Sep 2021

Salesperson

Calgary, Alberta, Canada

  • Operations Manager and salesperson for the Southern Alberta Farmers Markets.
  • Managed weekly inventory for all Farmer's markets including another employee.
  • Responsible for market equipment set up, cash and credit card sales, and bank deposits.
May 2016 - Oct 2019
Team & coworkers

Colleagues at Raymond James Ltd.

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2 education records

Jake Frank education

High School Diploma

Dr. E.P. Scarlett

Earned a High School Diploma in French Immersion.

FAQ

Frequently asked questions about Jake Frank

Quick answers generated from the profile data available on this page.

What company does Jake Frank work for?

Jake Frank works for Raymond James Ltd..

What is Jake Frank's role at Raymond James Ltd.?

Jake Frank is listed as Associate Investment Advisor at Raymond James Ltd..

Where is Jake Frank based?

Jake Frank is based in Calgary, Alberta, Canada while working with Raymond James Ltd..

What companies has Jake Frank worked for?

Jake Frank has worked for Raymond James Ltd., Acumen Capital Partners, Td, Country Living Furnishings And Design, and Pinnacle Digest.

Who are Jake Frank's colleagues at Raymond James Ltd.?

Jake Frank's colleagues at Raymond James Ltd. include Chuck Gray, Siva R., Jordan Butterworth, Christian Rodrigo, and Molly Chelovich, Cfp®.

How can I contact Jake Frank?

You can use AeroLeads to view verified contact signals for Jake Frank at Raymond James Ltd., including work email, phone, and LinkedIn data when available.

What schools did Jake Frank attend?

Jake Frank holds Bachelor Of Business Administration - Bba, Finance, General from Mount Royal University.

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