Jake Pool Email & Phone Number

Jake Pool

Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott | Wayne, Pennsylvania, United States

Jake Pool Socials
About Jake Pool

Jake Pool is a seasoned Vice President and Financial Advisor at Janney Montgomery Scott, where he leverages over 25 years of experience in wealth management to provide tailored financial solutions for high net worth individuals and businesses. In his current role, Jake focuses on building long-term relationships with clients, guiding them through life's significant transitions and financial challenges. His expertise encompasses a wide array of financial services, including estate planning, retirement savings strategies, and real estate analysis, ensuring that each client receives a comprehensive and personalized approach to their financial goals.

At Janney Montgomery Scott, Jake is actively involved in key projects that emphasize customized financial roadmaps, designed to align with each client's unique objectives. He understands that wealth management is not just about numbers; it's about understanding the personal aspirations and challenges that clients face. By employing his skills in financial planning and new business development, Jake helps clients navigate complex financial landscapes, allowing them to focus on their personal lives and business endeavors without the burden of financial uncertainty.

Jake’s proficiency in managing 401(k) retirement savings plans and mutual funds further enhances his ability to provide holistic financial advice. His commitment to client success is evident in his meticulous attention to detail and proactive communication, ensuring that clients are well-informed and confident in their financial decisions. As a trusted advisor, Jake Pool continues to make a significant impact in the wealth management sector, empowering clients to achieve their financial aspirations with clarity and confidence.

Jake Pool Work
1 experience icon

Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott in June 2010 to Present

2 experience icon

Vice President at Morgan Stanley Smith Barney in February 2005 to June 2010

3 experience icon

Financial advisor at Legg Mason in September 1996 to January 2005

See more

Jake Pool Skills

Wealth Management

Portfolio Management

Retirement Planning

See more

About Jake Pool's Current Company
Frequently Asked Questions about Jake Pool

What is Jake Pool email address?

Email Jake Pool at [email protected] and [email protected]. This email is the most updated Jake Pool email found in 2026.

What is Jake Pool phone number?

Jake Pool phone number is +16106882242 and +16105267211.

How to contact Jake Pool?

To contact Jake Pool send an email to [email protected] or [email protected]. If you want to call Jake Pool try calling on +16106882242 and +16105267211. (updated on October 30, 2024)

What company does Jake Pool work for?

Jake Pool works for Janney Montgomery Scott

What is Jake Pool's role at Janney Montgomery Scott?

Jake Pool is Vice President / Wealth Management, Financial Advisor

What industry does Jake Pool work in?

Jake Pool works in the Financial Services industry.

Jake Pool Email Addresses

Email Jake Pool at [email protected] and [email protected]. This email is the most updated Jake Pool email found in 2026.

Jake Pool Phone Numbers

Jake Pool phone number is +16106882242 and +16105267211.
Not the Jake Pool you were looking for?

Find personal and work emails for over 250M professionals.

Engage candidates 10x faster

Enjoy unlimited access and discover candidates outside of LinkedIn

Trusted by 1.4M users from 76% of Fortune 500 companies

Microsoft Tenstorrent Merck Rackspace WarnerMedia Societe Generale Yelp Google

The most accurate data ever

CCPA Compliant
GDPR Compliant
150M Personal Emails
200M Work Emails
100M Direct Dials
250M Professional Profiles
40M Company Profiles

Find anyone, anywhere
with ContactOut today

Making remote or global hires? Connecting
with key decision-makers? We can help.

  • 40 emails / month
  • 3 phone numbers / month
  • Works on standard LinkedIn only
  • Work emails, personal emails,
    mobile numbers
* 1 user per company limit

No credit card required

Try ContactOut for Free