Jake Kagele, Cima Email and Phone Number
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Jake Kagele, Cima personal email
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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.
Nova Financial Services
View- Website:
- investwithnova.com
- Employees:
- 19
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Managing PartnerNova Financial ServicesTucson, Az, Us
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President Of The Board Of DirectorsArizona'S Catholic Tuition Support Organization (Ctso) Jun 2024 - PresentTucson, Arizona, Us -
Vice President Of The Board Of DirectorsArizona'S Catholic Tuition Support Organization (Ctso) Jun 2023 - Jun 2024Tucson, Arizona, Us
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Managing PartnerNova Financial Services May 2009 - PresentTucson, Az, UsJacob 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.
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Investment Management ConsultantWealth Management Partners Aug 2005 - May 2009
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Financial AdvisorMerrill Lynch Nov 2002 - Aug 2005New York, Ny, Us
Jake Kagele, Cima Skills
Jake Kagele, Cima Education Details
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The Wharton SchoolFinance -
The Wharton SchoolFinance
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Salpointe
Frequently Asked Questions about Jake Kagele, Cima
What company does Jake Kagele, Cima work for?
Jake Kagele, Cima works for Nova Financial Services
What is Jake Kagele, Cima's role at the current company?
Jake Kagele, Cima's current role is Managing Partner.
What is Jake Kagele, Cima's email address?
Jake Kagele, Cima's email address is ja****@****ova.com
What is Jake Kagele, Cima's direct phone number?
Jake Kagele, Cima's direct phone number is +152020*****
What schools did Jake Kagele, Cima attend?
Jake Kagele, Cima attended The Wharton School, The Wharton School, Salpointe.
What skills is Jake Kagele, Cima known for?
Jake Kagele, Cima has skills like Investments, Asset Allocation, Retirement Planning, Financial Services, Finance, Pensions, Investment Management, Series 7, Due Diligence, Investment Strategies, High Net Worth Individuals, Mutual Funds.
Who are Jake Kagele, Cima's colleagues?
Jake Kagele, Cima's colleagues are Brittany Kagele, Shaylee Nichols, Jeanne Jameson, Christy Maré, Thomas M. Fischer, Scott Brown, Noel Mahabir.
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