Jake Stanczyk, Cfp®
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Jake Stanczyk, Cfp® Email & Phone Number

Advisor at JMG Financial Group | CFP at JMG Financial Group, Ltd.
Location: Brookfield, Wisconsin, United States 10 work roles 3 schools
1 work email found @theadvocategroup.com 5 phones found area 262, 319, and 952 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email j****@theadvocategroup.com
Direct phone (262) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
JMG Financial Group, Ltd.
Role
Advisor at JMG Financial Group | CFP
Location
Brookfield, Wisconsin, United States
Company size
59 employees

Who is Jake Stanczyk, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Jake Stanczyk, Cfp® is listed as Advisor at JMG Financial Group | CFP at JMG Financial Group, Ltd., a company with 59 employees, based in Brookfield, Wisconsin, United States. AeroLeads shows a work email signal at theadvocategroup.com, phone signal with area code 262, 319, 952, and a matched LinkedIn profile for Jake Stanczyk, Cfp®.

Jake Stanczyk, Cfp® previously worked as Advisor at Jmg Financial Group, Ltd. and Financial Planner at The Advocate Group. Jake Stanczyk, Cfp® holds Bachelor’S Degree, Accounting And Finance from University Of Minnesota - Carlson School Of Management.

Company email context

Email format at JMG Financial Group, Ltd.

This section adds company-level context without repeating Jake Stanczyk, Cfp®'s masked contact details.

*@theadvocategroup.com
68% confidence

AeroLeads found 1 current-domain work email signal for Jake Stanczyk, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jake Stanczyk, Cfp®

Jake Stanczyk, Cfp® is a Advisor at JMG Financial Group | CFP at JMG Financial Group, Ltd.. He possess expertise in returns, greek, expenses, overseeing, sales and 90 more skills.

Listed skills include Returns, Greek, Expenses, Overseeing, and 91 others.

Current workplace

Jake Stanczyk, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

JMG Financial Group, Ltd.
Jmg Financial Group, Ltd.
Advisor at JMG Financial Group | CFP
downers grove, illinois, united states
Website
jmgfinancial.com
Employees
59
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Company profile
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10 roles

Jake Stanczyk, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Associate, Wealth Planning (Tonkawa)

Carlson
Feb 2019 - May 2022

Wealth Manager

Accredited Investors Wealth Management®

Edina, Minnesota

Accredited Investors Wealth Management® is a comprehensive, fee-only advisory firm committed to helping clients see the possibilities that wealth creates by aligning their resources and values. Accredited’s deeply experienced wealth management staff, with diverse backgrounds in accounting, law, investment research, banking, and philanthropy, work together.

Aug 2016 - Feb 2019
Team & coworkers

Colleagues at JMG Financial Group, Ltd.

Other employees you can reach at jmgfinancial.com. View company contacts for 59 employees →

JS Joey Shapiro Joey Shapiro Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JG Jaclyn Garcia, Cfp® Jaclyn Garcia, Cfp® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JD John Davis John Davis Colleague at Jmg Financial Group, Ltd. Des Moines Metropolitan Area, United States View → BL Brett Ludwig Brett Ludwig Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → JK Josh Kowalczyk, Cfp ® Josh Kowalczyk, Cfp ® Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JO Jason O'Hallen Jason O'Hallen Colleague at Jmg Financial Group, Ltd. Aurora, Illinois, United States, United States View → DM Dave Morgan Dave Morgan Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → JJ Jonathan Jamieson Jonathan Jamieson Colleague at Jmg Financial Group, Ltd. Greater Chicago Area, United States View → DJ Daniel Jurgovan Daniel Jurgovan Colleague at Jmg Financial Group, Ltd. Downers Grove, Illinois, United States, United States View → KB Kurtis Banta Kurtis Banta Colleague at Jmg Financial Group, Ltd. Naperville, Illinois, United States, United States View →
3 education records

Jake Stanczyk, Cfp® education

High School

Brookfield Academy
FAQ

Frequently asked questions about Jake Stanczyk, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jake Stanczyk, Cfp® work for?

Jake Stanczyk, Cfp® works for JMG Financial Group, Ltd..

What is Jake Stanczyk, Cfp®'s role at JMG Financial Group, Ltd.?

Jake Stanczyk, Cfp® is listed as Advisor at JMG Financial Group | CFP at JMG Financial Group, Ltd..

What is Jake Stanczyk, Cfp®'s email address?

AeroLeads has found 1 work email signal at @theadvocategroup.com for Jake Stanczyk, Cfp® at JMG Financial Group, Ltd..

What is Jake Stanczyk, Cfp®'s phone number?

AeroLeads has found 5 phone signal(s) with area code 262, 319, 952 for Jake Stanczyk, Cfp® at JMG Financial Group, Ltd..

Where is Jake Stanczyk, Cfp® based?

Jake Stanczyk, Cfp® is based in Brookfield, Wisconsin, United States while working with JMG Financial Group, Ltd..

What companies has Jake Stanczyk, Cfp® worked for?

Jake Stanczyk, Cfp® has worked for Jmg Financial Group, Ltd., The Advocate Group, Carlson, Accredited Investors Wealth Management®, and Md Financial Advisors.

Who are Jake Stanczyk, Cfp®'s colleagues at JMG Financial Group, Ltd.?

Jake Stanczyk, Cfp®'s colleagues at JMG Financial Group, Ltd. include Joey Shapiro, Jaclyn Garcia, Cfp®, John Davis, Brett Ludwig, and Josh Kowalczyk, Cfp ®.

How can I contact Jake Stanczyk, Cfp®?

You can use AeroLeads to view verified contact signals for Jake Stanczyk, Cfp® at JMG Financial Group, Ltd., including work email, phone, and LinkedIn data when available.

What schools did Jake Stanczyk, Cfp® attend?

Jake Stanczyk, Cfp® holds Bachelor’S Degree, Accounting And Finance from University Of Minnesota - Carlson School Of Management.

What skills is Jake Stanczyk, Cfp® known for?

Jake Stanczyk, Cfp® is listed with skills including Returns, Greek, Expenses, Overseeing, Sales, Allocating, England, and Finance.

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