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Jake Masterson Location
St. Louis, MO, US
Jake Masterson Work
Investment Strategist - Family Office Practice @ (April 2026 - Present)
Senior Institutional Consultant @ (January 2026 - April 2026)
Institutional Services Advisor @ (June 2024 - January 2026)
Institutional Services Associate Advisor @ (January 2020 - June 2024)
Investment Analysis Associate @ (June 2017 - January 2020)
Program Coordinator @ (March 2014 - May 2017)
Wealth Management Intern @ (June 2016 - July 2016)
Associate @ (May 2015 - December 2015)
Jake Masterson Education
Missouri State University
Bachelor of Science - BS (Finance)
2013-2017
Jake Masterson Summary
Jake Masterson, based in St. Louis, MO, US, is currently a Investment Strategist - Family Office Practice at Focus Partners. Jake Masterson brings experience from previous roles at Focus Partners and Buckingham Strategic Wealth. Jake Masterson holds a 2013 - 2017 Bachelor of Science - BS in Finance @ Missouri State University. Jake Masterson has 1 emails and 1 mobile phone numbers on RocketReach.
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