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Jake Wallace, Cfp®, Cepa® Email & Phone Number
Partner at Town Square Wealth Management and Consulting
at
Town Square Consulting LLC
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Partner at Town Square Wealth Management and Consulting
Location
Mobile Metropolitan Area, United States
Who is Jake Wallace, Cfp®, Cepa®? Overview
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Quick answer
Jake Wallace, Cfp®, Cepa® is listed as Partner at Town Square Wealth Management and Consulting at Town Square Consulting LLC, based in Mobile Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Jake Wallace, Cfp®, Cepa®.
Jake Wallace, Cfp®, Cepa® previously worked as Partner at Town Square Consulting Llc. Jake Wallace, Cfp®, Cepa® holds Bs, Economics And Finance from Spring Hill College.
Company email context
Email format at Town Square Consulting LLC
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Town Square Consulting LLC
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Profile bio
About Jake Wallace, Cfp®, Cepa®
I am a Certified Financial Planner™ and Certified Exit Planning Advisor®.I work with Telecommunications employees, Small Business owners, and families by providing financial planning services and investment advice. If you have recently been laid off and have questions about your financial future, and what your options are with your previous employer's retirement plan you can reach me at jake.townsquareconsulting.com or call me at 251-929-9444. Investment Advisory Services offered through Capital Square, LLC, a Registered Investment Advisor.
Current workplace
Jake Wallace, Cfp®, Cepa®'s current company
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1 role
Jake Wallace, Cfp®, Cepa® work experience
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Partner761 Middle St., Fairhope, AL 36532www.townsquareconsulting.com(251) 929-9444
3 education records
Jake Wallace, Cfp®, Cepa® education
FAQ
Frequently asked questions about Jake Wallace, Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
What company does Jake Wallace, Cfp®, Cepa® work for?
Jake Wallace, Cfp®, Cepa® works for Town Square Consulting LLC.
What is Jake Wallace, Cfp®, Cepa®'s role at Town Square Consulting LLC?
Jake Wallace, Cfp®, Cepa® is listed as Partner at Town Square Wealth Management and Consulting at Town Square Consulting LLC.
Where is Jake Wallace, Cfp®, Cepa® based?
Jake Wallace, Cfp®, Cepa® is based in Mobile Metropolitan Area, United States while working with Town Square Consulting LLC.
What companies has Jake Wallace, Cfp®, Cepa® worked for?
Jake Wallace, Cfp®, Cepa® has worked for Town Square Consulting Llc.
How can I contact Jake Wallace, Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for Jake Wallace, Cfp®, Cepa® at Town Square Consulting LLC, including work email, phone, and LinkedIn data when available.
What schools did Jake Wallace, Cfp®, Cepa® attend?
Jake Wallace, Cfp®, Cepa® holds Bs, Economics And Finance from Spring Hill College.
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