Jake Phillips, Cfp® Email & Phone Number

As Jake’s client, you can count on him to get to know what matters most to you and help you strategically pursue your goals through a combination of commitment and discipline. Jake’s mission is to help you establish a reliable plan today so you can successfully pursue the tomorrow you envision.A principled professional and an attentive listener, Jake works to instill in his clients a sense of security regarding their finances. He knows wealth planning and investment management can feel like a foreign language, and he simplifies seemingly complex issues to help his clients feel confident in their financial lives. As his client, you can expect recurring, informative meetings with him to update you on current markets and on your investment portfolio.Jake holds a double major bachelor’s degree in finance and accounting, along with a minor in economics, from Eastern Washington University. He began his financial career the same year he graduated college – in 2010 – as a certified public accountant at Clifton Larson Allen, where he worked for four years. He joined Merrill Lynch in 2014 as a wealth management advisor and transitioned to Raymond James in 2022. He credits his new firm for offering a robust investment platform and sophisticated planning tools designed to help each of his clients pursue financial success. Along with his hands-on experience, Jake is a Certified Financial Planner™ professional, a designation that demonstrates his professionalism and commitment to practicing with higher ethical standards.Originally from a small farming community in Washington, Jake resides in Spokane with his wife, Allie, and their son, Luke. His favorite pastimes include anything outdoors, from camping, boating and hiking to mountain biking, hunting and golfing.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Raymond James does not provide tax or accounting services.

Listed skills include Goals Based Weatlh Management, Retirement Income Planning, Behavioral Finance, Estate Planning Strategies And Wealth Transfer, and 1 others.

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  Associate Vice President, Wealth Management

  Raymond James & Associates, Inc.

  Mar 2022 - Present - Spokane, Washington, United States

  Disclosures: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.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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  Eastern Washington University

  Bachelor'S Degree