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Jake Pool Email & Phone Number
Vice President and Wealth Management, Financial Advisor
at
Janney Montgomery Scott
1 work email found
@janney.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President and Wealth Management, Financial Advisor
Location
Wayne, Pennsylvania, United States
Company size
Who is Jake Pool? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Pool is listed as Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott, a with 2579 employees, based in Wayne, Pennsylvania, United States. AeroLeads shows a work email signal at janney.com and a matched LinkedIn profile for Jake Pool.
Jake Pool previously worked as Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott and Vice President at Morgan Stanley Smith Barney. Jake Pool holds Mba, Finance, General from University Of Michigan - Stephen M. Ross School Of Business.
Company email context
Email format at Janney Montgomery Scott
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{first_initial}{last}@janney.com
89% confidence
AeroLeads found 1 current-domain work email signal for Jake Pool. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Wealth Management, Portfolio Management, Alternative Investments, Financial Advisory, and 26 others.
Current workplace
Jake Pool's current company
Company context helps verify the profile and gives searchers a useful next step.
Janney Montgomery Scott
5 roles
Jake Pool work experience
A career timeline built from the work history available for this profile.
Vice President / Wealth Management, Financial Advisor
CurrentFinancial Advisor working closely with high net worth clients through all of life's changing events, and financial challenges
Jun 2010 - Present
Vice President
Financial Advisor providing clear, objective financial advice to high net worth individuals- Wealth Management- Portfolio Management- Financial Planning- Alternative Investments
Feb 2005 - Jun 2010
Sep 1996 - Jan 2005
Sep 1986 - Jan 1996
Team & coworkers
Colleagues at Janney Montgomery Scott
Other employees you can reach at janney.com. View company contacts for 2579 employees →
MD
Mark Dipaola, Cfp®
Colleague at Janney Montgomery ScottNew Haven, Connecticut, United States
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CS
Christopher Schmid
Colleague at Janney Montgomery ScottSt Louis, Missouri, United States
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AB
Abby Bannon
Colleague at Janney Montgomery ScottNashville, Tennessee, United States
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SD
Stacy Doyle
Colleague at Janney Montgomery ScottWalnutport, Pennsylvania, United States
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DD
Diana Davis
Colleague at Janney Montgomery ScottClayton, North Carolina, United States
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DD
David Dennerll, Cfp®
Colleague at Janney Montgomery ScottCincinnati, Ohio, United States
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LH
Libby Hart
Colleague at Janney Montgomery ScottGarden City, New York, United States
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MU
Mike Uhland, Awma®, Cltc®
Colleague at Janney Montgomery ScottRaleigh, North Carolina, United States
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BF
Barbra Ford
Colleague at Janney Montgomery ScottWest Chester, Pennsylvania, United States
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DM
Donna Marie Kelly
Colleague at Janney Montgomery ScottGreater Philadelphia, United States
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Mark Dipaola, Cfp®
Colleague at Janney Montgomery ScottNew Haven, Connecticut, United States
View →
CS
Christopher Schmid
Colleague at Janney Montgomery ScottSt Louis, Missouri, United States
View →
AB
Abby Bannon
Colleague at Janney Montgomery ScottNashville, Tennessee, United States
View →
SD
Stacy Doyle
Colleague at Janney Montgomery ScottWalnutport, Pennsylvania, United States
View →
DD
Diana Davis
Colleague at Janney Montgomery ScottClayton, North Carolina, United States
View →
DD
David Dennerll, Cfp®
Colleague at Janney Montgomery ScottCincinnati, Ohio, United States
View →
LH
Libby Hart
Colleague at Janney Montgomery ScottGarden City, New York, United States
View →
MU
Mike Uhland, Awma®, Cltc®
Colleague at Janney Montgomery ScottRaleigh, North Carolina, United States
View →
BF
Barbra Ford
Colleague at Janney Montgomery ScottWest Chester, Pennsylvania, United States
View →
DM
Donna Marie Kelly
Colleague at Janney Montgomery ScottGreater Philadelphia, United States
View →
4 education records
Jake Pool education
Mba, Finance, General
B.S., Geology
Education record
The Hill School
Education record
Wyoming Seminary
FAQ
Frequently asked questions about Jake Pool
Quick answers generated from the profile data available on this page.
What company does Jake Pool work for?
Jake Pool works for Janney Montgomery Scott.
What is Jake Pool's role at Janney Montgomery Scott?
Jake Pool is listed as Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott.
What is Jake Pool's email address?
AeroLeads has found 1 work email signal at @janney.com for Jake Pool at Janney Montgomery Scott.
Where is Jake Pool based?
Jake Pool is based in Wayne, Pennsylvania, United States while working with Janney Montgomery Scott.
What companies has Jake Pool worked for?
Jake Pool has worked for Janney Montgomery Scott, Morgan Stanley Smith Barney, Legg Mason, and Pnc Bank.
Who are Jake Pool's colleagues at Janney Montgomery Scott?
Jake Pool's colleagues at Janney Montgomery Scott include Mark Dipaola, Cfp®, Christopher Schmid, Abby Bannon, Stacy Doyle, and Diana Davis.
How can I contact Jake Pool?
You can use AeroLeads to view verified contact signals for Jake Pool at Janney Montgomery Scott, including work email, phone, and LinkedIn data when available.
What schools did Jake Pool attend?
Jake Pool holds Mba, Finance, General from University Of Michigan - Stephen M. Ross School Of Business.
What skills is Jake Pool known for?
Jake Pool is listed with skills including Wealth Management, Portfolio Management, Alternative Investments, Financial Advisory, Retirement, Finance, Retirement Planning, and Series 63.
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