Jake Dunlap Email & Phone Number
Financial Advisor and President of Kuttin Wealth Management @ Financial Services Company
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Jake Dunlap Location
- Castle Rock, CO, US
Jake Dunlap Work
- 2020 -now Financial Advisor and President of Kuttin Wealth Management @
- 2014 -2020 Regional Vice President @
- 2009 -2014 Complex Director @
- 2006 -2009 Field Vice President @
- 1997 -2006 Field Vice President and Advisor @
- 1995 -1997 Runner @ RB&H
Jake Dunlap Education
- Texas Tech University - Rawls College of Business
BA (Finance and Economics)
1992-1997
Jake Dunlap Skills
- Leadership
- Recruiting
- Leadership Development
- Financial Advisory
- Finance
- Time Management
- Retirement Planning
- Wealth Management
- Series 63
- Mutual Funds
- Asset Allocation
- Strategic Financial Planning
- Investment Advisory
- Investments
- Securities
- Team Building
- Public Speaking
- Sales
- Microsoft Office
- Microsoft Excel
- Training
- Project Management
Jake Dunlap Summary
- Jake Dunlap, based in Castle Rock, CO, US, is currently a Financial Advisor and President of Kuttin Wealth Management at Ameriprise Financial Services, LLC. Jake Dunlap brings experience from previous roles at Ameriprise Financial Services, Inc., Ameriprise Financial and Ameriprise Financial Advisors. Jake Dunlap holds a 1992 - 1997 BA in Finance and Economics @ Texas Tech University - Rawls College of Business. With a robust skill set that includes Leadership, Recruiting, Leadership Development, Financial Advisory, Finance and more. Jake Dunlap has 2 emails and 3 mobile phone numbers on RocketReach.
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