Jake Cfp® Email

CFP® Professional @ Vestor Capital, LLC

5 free lookup(s).

Jake Cfp® Location

Chicago, IL, US

Jake Cfp® Work

2025 - now CFP® Professional @ Vestor Capital, LLC
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2021 - now CSA @ Vestor Capital, LLC
2018 - 2021 Wealth Management Associate @ Morgan Stanley
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2017 - 2018 Team Administrative Assistant @ Morgan Stanley
2016 - 2017 Production Intern @ Morgan Stanley
2014 - 2016 Account Representative @ State Farm
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2013 - 2015 Customer Service @ Schmeisser's
2013 - 2013 Journeyman Mechanic Apprentice @ Howard Buick GMC
2011 - 2013 F.A.S.T. Member @ Willow Creek Community Church

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Jake Cfp® Education

DePaul University
BSB - Finance (General business)
2015 - 2017
Oakton College
Finance (General business)
2013 - 2015

Jake Cfp® Summary

Jake Cfp®, based in Chicago, IL, US, is currently a CFP® Professional at Vestor Capital, LLC. Jake Cfp® brings experience from previous roles at Vestor Capital, LLC and Morgan Stanley. Jake Cfp® holds a 2015 - 2017 BSB - Finance in General business @ DePaul University.

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