Jake Kagele, Cima
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Jake Kagele, Cima Email & Phone Number

Managing Partner at NOVA Financial Services
Location: Tucson, Arizona, United States 6 work roles 3 schools
1 work email found @investwithnova.com 4 phones found area 520 and 480 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email j****@investwithnova.com
Direct phone (520) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
NOVA Financial Services
Role
Managing Partner
Location
Tucson, Arizona, United States
Company size
19 employees

Who is Jake Kagele, Cima? Overview

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Quick answer

Jake Kagele, Cima is listed as Managing Partner at NOVA Financial Services, a with 19 employees, based in Tucson, Arizona, United States. AeroLeads shows a work email signal at investwithnova.com, phone signal with area code 520, 480, and a matched LinkedIn profile for Jake Kagele, Cima.

Jake Kagele, Cima previously worked as President of the Board of Directors at Arizona'S Catholic Tuition Support Organization (Ctso) and Vice President of the Board of Directors at Arizona'S Catholic Tuition Support Organization (Ctso). Jake Kagele, Cima holds Foundations And Endowments Certificate, Finance from The Wharton School.

Company email context

Email format at NOVA Financial Services

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{first}@investwithnova.com
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AeroLeads found 1 current-domain work email signal for Jake Kagele, Cima. Compare company email patterns before reaching out.

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Profile bio

About Jake Kagele, Cima

Jake provides financial services for high net worth individuals, trusts, corporations, company retirement plans, foundations and endowments.Through Jake's combination of financial experience and education he is able to truly achieve a tailored approach to investing focusing on the core goals and interests of his clients.Jake holds the Certified Investment Management Analyst certification, administered by the Investment Management Consultants Association and taught in conjunction with The Wharton School, University of Pennsylvania. Jake earned a Foundations and Endowments certificate from the Wharton School of Business at the University of Pennsylvania in May 2008. Jake is a member of the Investment Management Consultants Association (IMCA). Jake’s licenses include series 7, 66, 24 and life & health insurance.Jake currently serves on the investment committee for the Salpointe Foundation. He previously served as a board member of Blair Charity Group. Jake's wife, Brittany currently serves as Board President for the Boys & Girls club of Tucson.

Listed skills include Investments, Asset Allocation, Retirement Planning, Financial Services, and 17 others.

Current workplace

Jake Kagele, Cima's current company

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

NOVA Financial Services
Nova Financial Services
Managing Partner
Tucson, AZ, US
Website
investwithnova.com
Employees
19
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Company profile
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6 roles

Jake Kagele, Cima work experience

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

Managing Partner

Nova Financial Services

Tucson, Az, Us

Jacob Kagele has joined NOVA Financial Services as the Managing Director. Jacob’s combination of financial experience and education enables him to truly achieve a tailored approach to investing by focusing on the core goals and interests of his clients. Jacob received his Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business at the University of Pennsylvania. In addition to his exceptional education, Jacob has worked with such national investment firms as Merrill Lynch and an independent arm of Wachovia for many years.

Investment Management Consultant

Wealth Management Partners
Aug 2005 - May 2009

Financial Advisor

Merrill Lynch

New York, Ny, Us

Nov 2002 - Aug 2005
Team & coworkers

Colleagues at NOVA Financial Services

Other employees you can reach at investwithnova.com. View company contacts for 19 employees →

DH Duane Hartzler Duane Hartzler Colleague at Nova Financial ServicesTucson, Arizona, United States View → CM Christy Maré Christy Maré Colleague at Nova Financial ServicesColorado Springs, Colorado, United States View → VD Victor Denigris Victor Denigris Colleague at Nova Financial ServicesTucson, Arizona, United States View → SB Scott Brown Scott Brown Colleague at Nova Financial ServicesTucson, Arizona, United States View → NM Noel Mahabir Noel Mahabir Colleague at Nova Financial ServicesOld Hickory, Tennessee, United States View → TM Thomas M. Fischer Thomas M. Fischer Colleague at Nova Financial ServicesScottsdale, Arizona, United States View → JJ Jeanne Jameson Jeanne Jameson Colleague at Nova Financial ServicesGreater Tucson Area, United States View → SN Shaylee Nichols Shaylee Nichols Colleague at Nova Financial ServicesScottsdale, Arizona, United States View → BK Brittany Kagele Brittany Kagele Colleague at Nova Financial ServicesTucson, Arizona, United States View →
3 education records

Jake Kagele, Cima education

Foundations And Endowments Certificate, Finance

The Wharton School

Certified Investment Management Analyst, Finance

The Wharton School

Education record

Salpointe
FAQ

Frequently asked questions about Jake Kagele, Cima

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

What company does Jake Kagele, Cima work for?

Jake Kagele, Cima works for NOVA Financial Services.

What is Jake Kagele, Cima's role at NOVA Financial Services?

Jake Kagele, Cima is listed as Managing Partner at NOVA Financial Services.

What is Jake Kagele, Cima's email address?

AeroLeads has found 1 work email signal at @investwithnova.com for Jake Kagele, Cima at NOVA Financial Services.

What is Jake Kagele, Cima's phone number?

AeroLeads has found 4 phone signal(s) with area code 520, 480 for Jake Kagele, Cima at NOVA Financial Services.

Where is Jake Kagele, Cima based?

Jake Kagele, Cima is based in Tucson, Arizona, United States while working with NOVA Financial Services.

What companies has Jake Kagele, Cima worked for?

Jake Kagele, Cima has worked for Nova Financial Services, Arizona'S Catholic Tuition Support Organization (Ctso), Wealth Management Partners, and Merrill Lynch.

Who are Jake Kagele, Cima's colleagues at NOVA Financial Services?

Jake Kagele, Cima's colleagues at NOVA Financial Services include Duane Hartzler, Christy Maré, Victor Denigris, Scott Brown, and Noel Mahabir.

How can I contact Jake Kagele, Cima?

You can use AeroLeads to view verified contact signals for Jake Kagele, Cima at NOVA Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Jake Kagele, Cima attend?

Jake Kagele, Cima holds Foundations And Endowments Certificate, Finance from The Wharton School.

What skills is Jake Kagele, Cima known for?

Jake Kagele, Cima is listed with skills including Investments, Asset Allocation, Retirement Planning, Financial Services, Finance, Pensions, Investment Management, and Series 7.

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