Jake Asplundh Email & Phone Number
Owner and Partner @ Passive Capital Management, LLC
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Jake Asplundh Location
- Philadelphia, PA, US
Jake Asplundh Work
- Financial Advisor @ (September 2017 - Present)
- Owner and Partner @ (April 2021 - Present)
- Financial Advisor and Institutional Participant Education Advisor @ (November 2015 - June 2017)
- Associate Investment Advisor @ (June 2014 - September 2015)
- Associate Client Advisor @ (April 2012 - October 2013)
- Management Trainee - EDGE Rotational Program @ (August 2011 - March 2012)
- Student Consultant @ (September 2010 - May 2011)
- Student Consultant @ (September 2010 - May 2011)
- Global Wealth Management Platform Externship @ (June 2009 - June 2009)
- Wealth Management Internship @ (June 2007 - August 2007)
Jake Asplundh Education
- Wake Forest University School of Business
MA (Management)
2010-2011 - Gettysburg College
Bachelor of Arts (Economics)
2006-2010
Jake Asplundh Skills
- Data Analysis
- Microsoft Office
- Salesforce.com
- Public Speaking
- Bloomberg
- Economics
- SQL
- Project Planning
- Microsoft Excel
- Management
- Equities
- Microsoft Word
- Training
- Thompson One
- PowerPoint
- Teaching
- Financial Analysis
- Sales
Jake Asplundh Summary
- Jake Asplundh, based in Philadelphia, PA, US, is currently a Owner and Partner at Passive Capital Management, LLC. Jake Asplundh brings experience from previous roles at Passive Capital Management, LLC, Greenspring Wealth Management, PNC and Deutsche Bank. Jake Asplundh holds a 2010 - 2011 MA in Management @ Wake Forest University School of Business. With a robust skill set that includes Data Analysis, Microsoft Office, Salesforce.com, Public Speaking, Bloomberg and more. Jake Asplundh has 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Jake Asplundh
Jake Asplundh
Owner and Partner
Philadelphia, PA, US
Top Passive Capital Management, LLC Employees
Jake Asplundh
Owner and Partner
Philadelphia, PA, US
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Mimi Boblitz
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Lutherville-Timonium, MD, US
David Trossman
Investment Advisor
Clarksville, MD, US
Jonathan Farber
Principal
Baltimore, MD, US
Dan Strine
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Westminster, MD, US
Jeff Fountain Jr.
Owner and Partner
Lutherville-Timonium, MD, US
Jacob Farabee
Investment Advisor
Syracuse, NY, US
Alex Rohtla
Financial Advisor
Bryn Athyn, PA, US
Isaiah Byrd-Braxton
Associate Investment Advisor
Baltimore, MD, US
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