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Jake Hall Location
Scottsdale, AZ, US
Jake Hall Work
2025 -now Co-Founder @
2025 -2025 Director of Operations @
2022 -2025 Operations Manager @
2020 -2022 Wealth Advisor @
2016 -2020 Financial Advisor @
2016 -2020 Financial Services Representative @
Jake Hall Education
University of Nebraska at Omaha
Bachelor of Business Administration (B.B.A.) Concentrations in (Business Finance and Banking)
2012-2016
Jake Hall Skills
Customer Service
Leadership
Microsoft Office
Series 63
Microsoft Excel
Series 6
Microsoft PowerPoint
Series 65
Jake Hall Summary
Jake Hall, based in Scottsdale, AZ, US, is currently a Co-Founder at 3Roots Wealth Partners. Jake Hall brings experience from previous roles at Bradley Wealth and Mutual of Omaha. Jake Hall holds a 2012 - 2016 Bachelor of Business Administration (B.B.A.) Concentrations in in Business Finance and Banking @ University of Nebraska at Omaha. With a robust skill set that includes Customer Service, Leadership, Microsoft Office, Series 63, Microsoft Excel and more. Jake Hall has 1 emails and 1 mobile phone numbers on RocketReach.
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