Jake Pool
Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott | Wayne, Pennsylvania, United States
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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.
Vice President / Wealth Management, Financial Advisor at Janney Montgomery Scott in June 2010 to Present
Vice President at Morgan Stanley Smith Barney in February 2005 to June 2010
Financial advisor at Legg Mason in September 1996 to January 2005
Vice President at PNC Bank in September 1986 to January 1996
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Wealth Management
Portfolio Management
Retirement Planning
Alternative Investments
Series 7
Series 65
Series 63
Money Management
ETFs
Mutual Funds
Securities
Retirement
Financial Advisory
Estate Planning
Investments
Finance
Asset Allocation
Financial Planning
Asset Management
Trading
Investment Management
Wealth Management Services
401(k) Retirement Savings Plans
Investment Advisory
Global Wealth Management
Client Service
Real Estate Analysis
Family Office
New Business Development
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Discover more about Janney Montgomery ScottWhat 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
Jake Pool Phone Numbers
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