Jake Willis Email and Phone Number
I have been in the financial services industry for over ten years and am well versed in the perspectives of financial professionals having been an advisor myself. I specialize in finding creative solutions that help address “problems to solve, not products to sell.” My ability to simplify ideas and present them in a style that is both clear and compelling has helped me become a requested speaker at both financial professional and client events.My have two children, Evelyn and Tyler and I reside in Huntington Beach, CA.Securities offered through Touchstone Securities, Inc., member FINRA/SIPC, a member of Western & Southern Financial Group, Inc. (“WSFG”). The views posted on this site are my own and do not represent the positions, strategies or opinions of WSFG or its member companies. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Touchstone Securities, Inc. and have not been reviewed or verified by Touchstone Securities, Inc. as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third party sites, or of the products, services or information offered by any third parties.
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Regional Vice PresidentTouchstone Investments Jun 2021 - PresentCincinnati, Oh, Us -
Regional Vice PresidentPacific Life Apr 2014 - Jul 2021Newport Beach, Ca, UsAs a regional vice president for Pacific Life’s Retirement Solutions Division, I travel throughout Southern California from Long Beach to San Luis Obispo working with financial professionals in the Regional Wirehouse Channel. -
Regional Sales Vice PresidentSecurity Benefit May 2013 - Apr 2014Topeka, Ks, Us -
Internal WholesalerMetlife Investors Feb 2010 - May 2013New York, Ny, Us. -
Financial AdvisorMorgan Stanley Wealth Management May 2008 - Jan 2010New York, Ny, Us
Frequently Asked Questions about Jake Willis
What company does Jake Willis work for?
Jake Willis works for Touchstone Investments
What is Jake Willis's role at the current company?
Jake Willis's current role is Regional Vice President at Touchstone Investments.
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