Jake Falcon Email & Phone Number
Founder and CEO - Wealth Advisor @ Falcon Wealth Advisors
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Jake Falcon Location
- Kansas City, MO, US
Jake Falcon Work
- Founder and CEO - Wealth Advisor @ (December 2016 - Present)
- Senior Vice President - Wealth Management @ (October 2006 - December 2016)
Jake Falcon Education
- Stagen Leadership Academy
ILP
2022-2023 - The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.) (General Business)
2004
Jake Falcon Skills
- Financial Advisory
- Financial Planning
- Asset Allocation
- Wealth Management Services
- Financial Goals
- Asset Management
- Investment Advisory Services
- Retirement Planning
- Investment Strategies
- Microsoft Office
- Marketing
- Microsoft Excel
- Business Development
- Training
- Finance
- Leadership
- Portfolio Management
- Banking
- Digital Media
Jake Falcon Summary
- Jake Falcon, based in Kansas City, MO, US, is currently a Founder and CEO - Wealth Advisor at Falcon Wealth Advisors. Jake Falcon brings experience from previous roles at UBS. Jake Falcon holds a 2022 - 2023 ILP @ Stagen Leadership Academy. With a robust skill set that includes Financial Advisory, Financial Planning, Asset Allocation, Wealth Management Services, Financial Goals and more. Jake Falcon has 2 emails and 1 mobile phone numbers on RocketReach.
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