Jake McKee Email & Phone Number
SVP, Financial Advisor @ D.A. Davidson Companies
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Jake McKee Location
- Omaha, NE, US
Jake McKee Work
- 2012 -now SVP, Financial Advisor @
Jake McKee Education
- University of Nebraska College of Law
Juris Doctor (J.D.) (Tax, Securities, Insurance, and Estate Planning)
2001-2004 - University of Nebraska-Lincoln
B.S.B.A (Dual Major in Accounting and Finance)
1996-2001
Jake McKee Skills
- Wealth Management
- Financial Planning
- Portfolio Management
- Investments
- Securities
- Equities
- Municipal Bonds
- Restricted Stock
- Employee Stock Options
- Estate Planning
- Insurance
- Tax
- Cash Flow Analysis
- Qualified Retirement Plans
- Non-Qualified Deferred Compensation
- Parent's Magazine
- Sales
- Strategic Planning
- Project Management
- Training
- Public Speaking
- Accounting
- Non Qualified Deferred Compensation
Jake McKee Summary
- Jake McKee, based in Omaha, NE, US, is currently a SVP, Financial Advisor at D.A. Davidson Companies. Jake McKee holds a 2001 - 2004 Juris Doctor (J.D.) in Tax, Securities, Insurance, and Estate Planning @ University of Nebraska College of Law. With a robust skill set that includes Wealth Management, Financial Planning, Portfolio Management, Investments, Securities and more. Jake McKee has 2 emails and 1 mobile phone numbers on RocketReach.
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