I graduated from the University of Oklahoma in May 2024 with a B.B.A. in finance. My passion for investments began at 8 years old when I created an investment portfolio to save up for a car. Along with this, I have always had a strong desire to help others and build meaningful relationships. Through my work and volunteer experience, I have learned how good it feels to put a smile on people's faces and positively impact their lives. Combining these two passions, I am pursuing a career in financial advising. I enjoy helping others plan their futures and reach their financial goals.
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Registered Client AssociateUbsSeal Beach, Ca, Us
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Registered Client AssociateUbs Jul 2024 - PresentSeal Beach, California, United States -
Campus LiaisonJcpenney Leadership Program - Price College Of Business, University Of Oklahoma May 2023 - May 2024University Of OklahomaJCPLP's point of contact for other organizations at OU. I advanced our program's connections and relationships by arranging fellowship events with other associations across campus. -
AssociateJcpenney Leadership Program - Price College Of Business, University Of Oklahoma Sep 2022 - May 2023University Of OklahomaJCPLP is a highly selective program for undergraduate business students at OU. This program helps students develop their leadership and professional skills through networking opportunities, workshops, and philanthropy events.
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Capital Group FellowCapital Group Fellowship Program May 2023 - May 2024University Of OklahomaEstablished by Capital Group to educate and support high-level students pursuing careers in financial planning and wealth management. Capital Group Fellows receive the following benefits:- one-on-one meetings with successful executives from the financial services industry- networking opportunities with successful industry partners and employers- professional course preparation for FINRA SIE and Series 7 licensing exams
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Financial Services InternAmeriprise Financial Services, Llc May 2023 - Apr 2024Norman, Oklahoma, United StatesKindred Wealth was named to the 2023 Forbes Best-in-State Wealth Management Teams list in Oklahoma. I assisted the team by:- Attending client meetings and documenting service tasks- Producing financial plan analyses through NaviPlan- Preparing analyses of portfolios using Morningstar reports- Composing cost analyses using Microsoft Excel for presentation to clients -
Houseman / Food RunnerVirginia Country Club May 2022 - Aug 2022Long Beach, California, United StatesProvided concierge service to high-net-worth clientele. Garnished and delivered dishes to members' tables. -
Food RunnerSimmzy'S May 2021 - Aug 2021Huntington Beach, California, United StatesI learned social skills and customer service by satisfying customers' needs. My duties included garnishing dishes, delivering dishes to tables, and assisting coworkers with their duties. -
PlumberSouthern Plumbing May 2020 - Aug 2020Redondo Beach, California, United StatesFollowed plans to fix and install plumbing systems in buildings.
Jake Orr Education Details
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Los Alamitos High School
Frequently Asked Questions about Jake Orr
What company does Jake Orr work for?
Jake Orr works for Ubs
What is Jake Orr's role at the current company?
Jake Orr's current role is Registered Client Associate.
What schools did Jake Orr attend?
Jake Orr attended University Of Oklahoma - Price College Of Business, Los Alamitos High School.
Who are Jake Orr's colleagues?
Jake Orr's colleagues are Ethan Harro, Flloyd Rewa.
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