Jake Willis

Jake Willis Email and Phone Number

Regional Vice President at Touchstone Investments @ Touchstone Investments
Jake Willis's Location
Los Angeles Metropolitan Area, United States, United States
About Jake Willis

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.

Jake Willis's Current Company Details
Touchstone Investments

Touchstone Investments

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Regional Vice President at Touchstone Investments
Jake Willis Work Experience Details
  • Touchstone Investments
    Regional Vice President
    Touchstone Investments Jun 2021 - Present
    Cincinnati, Oh, Us
  • Pacific Life
    Regional Vice President
    Pacific Life Apr 2014 - Jul 2021
    Newport Beach, Ca, Us
    As 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.
  • Security Benefit
    Regional Sales Vice President
    Security Benefit May 2013 - Apr 2014
    Topeka, Ks, Us
  • Metlife Investors
    Internal Wholesaler
    Metlife Investors Feb 2010 - May 2013
    New York, Ny, Us
    .
  • Morgan Stanley Wealth Management
    Financial Advisor
    Morgan Stanley Wealth Management May 2008 - Jan 2010
    New 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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