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

2016 - now Founder and CEO - Wealth Advisor @ Falcon Wealth Advisors
2006 - 2016 Senior Vice President - Wealth Management @ UBS Group AG
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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

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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 on RocketReach.

Jake Falcon Emails

Found 2 emails

Jake Falcon Phone Numbers

Found 2 phone numbers

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Others Named Jake Falcon

Jake Falcon

Founder and CEO - Wealth Advisor at Falcon Wealth Advisors

Kansas City, MO, US
2
- falconwealthadvisors.com
- hotmail.com
2
- 816932XXXX
- 913326XXXX
Jake Falcon

School Certifying Official and Staff Assistant at Utah State University

Logan, UT, US
1
- usu.edu
1
- 801831XXXX
Jake Falcon

VP at Mercantile Logistics Inc

Mexico
1
- 52913660XXXX

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Top Falcon Wealth Advisors Employees

Jake Falcon

Founder and CEO - Wealth Advisor at Falcon Wealth Advisors

Kansas City, MO, US
2
- falconwealthadvisors.com
- hotmail.com
2
- 816932XXXX
- 913326XXXX
Cory Bittner

Co-Founder and CFO - Wealth Advisor at Falcon Wealth Advisors

Kansas City, MO, US
2
- falconwealthadvisors.com
- gmail.com
3
- 314223XXXX
- 913.326.XXXX
- 913326XXXX
Samantha Waters

Managing Director - Client Service at Falcon Wealth Advisors

Kansas City, MO, US
2
- falconwealthadvisors.com
- hotmail.com
2
- 913326XXXX
- 816267XXXX
Catalina Florez

Executive Assistant at Falcon Wealth Advisors

Kansas City, KS, US
2
- hotmail.com
- falconwealthadvisors.com
3
- 607296XXXX
- 321277XXXX
- 914462XXXX
Joe Rost

Private Wealth Manager at Falcon Wealth Advisors

Kansas City, MO, US
1
- creativeplanning.com
1
- 913326XXXX
Abigail Stockman

Investment Analyst at Falcon Wealth Advisors

Mission, KS, US
2
- falconwealthadvisors.com
- gmail.com
Maddie Crawford

Financial Planning at Falcon Wealth Advisors

Kansas City, MO, US
1
- falconwealthadvisors.com
2
- 913461XXXX
- 913634XXXX
Lindsey Freemyer

Communications Manager at Falcon Wealth Advisors

Mission, KS, US
1
- falconwealthadvisors.com
2
- 913624XXXX
- 816550XXXX
Dylan Veatch

Financial Planner at Falcon Wealth Advisors

Kansas City, MO, US
1
- falconwealthadvisors.com
1
- 913850XXXX
Tyler Geiman

Financial Planner at Falcon Wealth Advisors

Mission, KS, US
2
- falconwealthadvisors.com
- gmail.com
2
- 913681XXXX
- 913579XXXX
Mari McGraw

Associate Director of Client Operations at Falcon Wealth Advisors

Overland Park, KS, US
1
- falconwealthadvisors.com
1
- 785313XXXX
Matthew Navickas

Portfolio Manager at Falcon Wealth Advisors

Prairie Village, KS, US
1
- falconwealthadvisors.com
2
- 913244XXXX
- 615389XXXX
Abbie Musson

Associate Underwriter I at Falcon Wealth Advisors

Shawnee, KS, US
1
- symetra.com

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