Jake Yerkes

Jake is an Investment Adviser Representative dedicated to helping individuals and families make confident, informed financial decisions. With a focus on long-term planning and personalized advice, Jake works closely with clients to build strategies that align with their goals and stage of life.

Jake specializes in investment management and retirement planning, working closely with clients to provide clear guidance and ongoing support. Whether clients are preparing for retirement, growing their wealth, or navigating important financial decisions, Jake focuses on creating strategies designed to bring clarity and confidence.

Outside of work, Jake enjoys spending time with family and friends and getting out on the golf course whenever he can.