Jake Bossert Email
Wealth Advisor @ Konza Global Wealth Group
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Jake Bossert Location
- Chicago, IL, US
Jake Bossert Work
- Wealth Advisor @ (August 2024 - Present)
- Wealth Advisor @ Fortune Financial Advisors (October 2022 - July 2024)
- Executive Associate @ (June 2022 - October 2022)
- Wealth Management Intern @ (June 2021 - June 2022)
Jake Bossert Education
- The American College of Financial Services
Chartered Financial Consultant (Wealth Management)
2025-2025 - Boston University
Financial Planning Program (Wealth Management)
2023-2024 - University of Missouri Trulaske College of Business
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
2018-2022
Jake Bossert Summary
- Jake Bossert, based in Chicago, IL, US, is currently a Wealth Advisor at Konza Global Wealth Group. Jake Bossert brings experience from previous roles at Fortune Financial Advisors. Jake Bossert holds a 2025 - 2025 Chartered Financial Consultant in Wealth Management @ The American College of Financial Services. Jake Bossert has 1 emails on RocketReach.
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