Jake Pool

Jake Pool Email and Phone Number

Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott
Wayne, PA, US
Jake Pool's Location
Wayne, Pennsylvania, United States, United States
Jake Pool's Contact Details

Jake Pool personal email

n/a
About Jake Pool

As a financial advisor to individuals and companies for over 25 years, I make recommendations in line with clients' individual needs, to allow my clients to focus on their businesses and personal lives. We can also create a customized roadmap designed to meet clients objectives. Our relationships with high net worth clients are first and foremost built on honesty, mutual understanding, and trust resulting in a high rate of client retention and referrals.

Jake Pool's Current Company Details
Janney Montgomery Scott

Janney Montgomery Scott

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Vice President and Wealth Management, Financial Advisor
Wayne, PA, US
Website:
janney.com
Employees:
2579
Jake Pool Work Experience Details
  • Janney Montgomery Scott
    Vice President And Wealth Management, Financial Advisor
    Janney Montgomery Scott
    Wayne, Pa, Us
    View
  • Janney Montgomery Scott
    Vice President / Wealth Management, Financial Advisor
    Janney Montgomery Scott Jun 2010 - Present
    40 Morris Ave. Suite 200, Bryn Mawr, Pa 19087
    Financial Advisor working closely with high net worth clients through all of life's changing events, and financial challenges
    View
  • Morgan Stanley Smith Barney
    Vice President
    Morgan Stanley Smith Barney Feb 2005 - Jun 2010
    Bryn Mawr, Pa 19010
    Financial Advisor providing clear, objective financial advice to high net worth individuals- Wealth Management- Portfolio Management- Financial Planning- Alternative Investments
    View
  • Legg Mason
    Financial Advisor
    Legg Mason Sep 1996 - Jan 2005
    Financial Advisor to high net worth individuals
    View
  • Pnc Bank
    Vice President
    Pnc Bank Sep 1986 - Jan 1996
    Commercial Real Estate Lending Officer
    View

Jake Pool Skills

Wealth Management Portfolio Management Alternative Investments Financial Advisory Retirement Finance Retirement Planning Series 63 Series 7 Mutual Funds Investments Asset Allocation Financial Planning Asset Management Securities Estate Planning Trading Series 65 Money Management Etfs Investment Management Wealth Management Services 401 Retirement Savings Plans Investment Advisory Global Wealth Management Client Service Real Estate Analysis Family Office New Business Development Private Banking

Jake Pool Education Details

Frequently Asked Questions about Jake Pool

What company does Jake Pool work for?

Jake Pool works for Janney Montgomery Scott

What is Jake Pool's role at the current company?

Jake Pool's current role is Vice President and Wealth Management, Financial Advisor.

What is Jake Pool's email address?

Jake Pool's email address is jp****@****ney.com

What schools did Jake Pool attend?

Jake Pool attended University Of Michigan - Stephen M. Ross School Of Business, St. Lawrence University, The Hill School, Wyoming Seminary.

What are some of Jake Pool's interests?

Jake Pool has interest in Skiing, Flyfishing, Paddle Tennis, Hiking, Biking, Tennis, Golf, Adventure Travel.

What skills is Jake Pool known for?

Jake Pool has skills like Wealth Management, Portfolio Management, Alternative Investments, Financial Advisory, Retirement, Finance, Retirement Planning, Series 63, Series 7, Mutual Funds, Investments, Asset Allocation.

Who are Jake Pool's colleagues?

Jake Pool's colleagues are Bob Mozitis, Maggie Wallace, Karen Cameron, Laura Nguyen, Garrett Macdonald, Jack Black, Brenda Quinn.

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