Jake Pool Email & Phone Number
Vice President and Wealth Management, Financial Advisor @ Janney Montgomery Scott LLC
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Jake Pool Location
- Wayne, PA, US
Jake Pool Work
- 2010 -now Vice President and Wealth Management, Financial Advisor @
- 2005 -2010 Vice President @
- 1996 -2005 Financial advisor @
- 1986 -1996 Vice President @
Jake Pool Education
- University of Michigan - Stephen M. Ross School of Business
MBA (Finance, General)
1984-1986 - St. Lawrence University
B.S. (Geology)
1974-1978 - The Hill School 1972-1974
- Wyoming Seminary
Jake Pool Skills
- Wealth Management
- Portfolio Management
- Retirement Planning
- Alternative Investments
- Series 7
- Series 65
- Series 63
- Money Management
- ETFs
- Mutual Funds
- Securities
- Retirement
- Financial Advisory
- Estate Planning
- Investments
- Finance
- Asset Allocation
- Financial Planning
- Asset Management
- Trading
- Investment Management
- Wealth Management Services
- 401(k) Retirement Savings Plans
- Investment Advisory
- Global Wealth Management
- Client Service
- Real Estate Analysis
- Family Office
- New Business Development
- Team Building
- Sales
- 401K Retirement Savings Plans
- Strategy
- Project Management
- Private Banking
- 401 Retirement Savings Plans
Jake Pool Summary
- Jake Pool, based in Wayne, PA, US, is currently a Vice President and Wealth Management, Financial Advisor at Janney Montgomery Scott. Jake Pool brings experience from previous roles at Morgan Stanley Smith Barney, Legg Mason and PNC Bank. Jake Pool holds a 1984 - 1986 MBA in Finance, General @ University of Michigan - Stephen M. Ross School of Business. With a robust skill set that includes Wealth Management, Portfolio Management, Retirement Planning, Alternative Investments, Series 7 and more. Jake Pool has 1 emails on RocketReach.
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