AeroLeads people directory · profile
Jake Martin Email & Phone Number
Account Manager
at
True Path Financial and Insurance Services
1 work email found
@truepathfinancial.net
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Account Manager
Location
Gilbert, Arizona, United States
Company size
Who is Jake Martin? Overview
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Quick answer
Jake Martin is listed as Account Manager at True Path Financial and Insurance Services, a with 48 employees, based in Gilbert, Arizona, United States. AeroLeads shows a work email signal at truepathfinancial.net and a matched LinkedIn profile for Jake Martin.
Jake Martin previously worked as Financial Services Professional / Account Manager at True Path Financial And Insurance Services and Customer Service Representative at Elixir. Jake Martin holds Bachelor Of Science - Bs, Business Administration And Management, General from California Lutheran University.
Company email context
Email format at True Path Financial and Insurance Services
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{first}{last}@truepathfinancial.net
86% confidence
AeroLeads found 1 current-domain work email signal for Jake Martin. Compare company email patterns before reaching out.
Profile bio
About Jake Martin
My mission is to provide everyone with the financial literacy they deserve. I truly take pride in helping families and healthcare professionals navigate the tough road towards financial freedom. I do free consultations because everyone deserves the opportunity for financial literacy and the ability to start their path towards freedom. Whatever your financial needs are, I can help you put together the missing puzzle pieces you need!
Listed skills include Teaching, Communication, Microsoft Excel, Organized, and 1 others.
Current workplace
Jake Martin's current company
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True Path Financial And Insurance Services
6 roles
Jake Martin work experience
A career timeline built from the work history available for this profile.
Financial Services Professional / Account Manager
CurrentHandles complex level projects and/or initiatives including managing project timelines, milestones and deliverables. Ensures that goals and objectives of the project are accomplished within prescribed time frame. Developed retirement plans for clients. Educated clients and found insurance and wealth building opportunities to add value.Mentored and helped junior advisers manage and navigate their business and markets. Provide 24/7 support to clientele on their insurance and retirement needs. Experienced in taking prospects through the entire sales cycle and cross sell opportunities as well. Jake Martin is licensed to sell insurance in CA,AZ,OK,VA. An endorsement of this individual may not reflect others’ views or experience. CA Insurance License Number: 4105949TC122783(0821)P
Feb 2021 - Present
Customer Service Representative
Current
Nov 2023 - Present
Sales Development Representative
Feb 2023 - Jun 2023
Sales Development Representative
Aug 2022 - Feb 2023
Basketball Referee
Provided a leadership role to younger and less experienced referees. Also, developed communication skills within a team and organization.
Jan 2013 - Mar 2015
2 education records
Jake Martin education
Bachelor Of Science - Bs, Business Administration And Management, General
California Lutheran University
Associate'S Degree, Business Administration And Management, General
Ventura College
FAQ
Frequently asked questions about Jake Martin
Quick answers generated from the profile data available on this page.
What company does Jake Martin work for?
Jake Martin works for True Path Financial and Insurance Services.
What is Jake Martin's role at True Path Financial and Insurance Services?
Jake Martin is listed as Account Manager at True Path Financial and Insurance Services.
What is Jake Martin's email address?
AeroLeads has found 1 work email signal at @truepathfinancial.net for Jake Martin at True Path Financial and Insurance Services.
Where is Jake Martin based?
Jake Martin is based in Gilbert, Arizona, United States while working with True Path Financial and Insurance Services.
What companies has Jake Martin worked for?
Jake Martin has worked for True Path Financial And Insurance Services, Elixir, Board.Org (Part Of Fiscalnote), Fiscalnote, and Camarillo Youth Basketball Association.
How can I contact Jake Martin?
You can use AeroLeads to view verified contact signals for Jake Martin at True Path Financial and Insurance Services, including work email, phone, and LinkedIn data when available.
What schools did Jake Martin attend?
Jake Martin holds Bachelor Of Science - Bs, Business Administration And Management, General from California Lutheran University.
What skills is Jake Martin known for?
Jake Martin is listed with skills including Teaching, Communication, Microsoft Excel, Organized, and Interpersonal Skills.
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